Create Task after Esign completed
A new enhancement has been introduced in the eSignature module. Now, once an eSign document is completed, a task will be created. Use Case: Suppose
InsuredMine is SOC 2
Type II Certified
eSign Sending and Reminders
All information about eSign Sending and Reminders
Show timeline when agent as a last signer selected and email sent to agent for sign
We’ve introduced a new enhancement to the eSignature workflow that improves transparency and tracking when an Agent is selected as the last signer. What’s New?
eSign Reminder email/text in the timeline
Previously, eSign reminders weren’t reflected in the timeline updates, whether you were sending a global reminder or manually triggering them. However, with the recent update,
Client signing: Success email excludes agent notification
InsuredMine has made a change regarding who receives email notifications when clients successfully sign documents. Previously, these notifications were sent to the login agent’s email
Send eSign reminder via email text or NA
Previously, within InsuredMine, users had to navigate through multiple steps to remind clients about eSignatures. This process involved restarting the document sharing through either text
Ability to send/receive Esign documents via SMS/ text
Now you can send and receive ESign documents through SMS text and email id. So, while adding signers you will have the option to add
eSign schedule sending
Description-We can now schedule eSignature doc to send using the new feature. UseCase-Â Ease of sending documents to signers to produce results on time Navigation- Navigate
A separate reminder to send documents for eSignature
Description – Send reminders globally and individually to signers to complete the eSignature process. Benefit – Personalized timelined reminders for individual documents, increasing the effectiveness
Ability to send signer to a custom URL once signing is completed
You can send an URL along with the document that needs to be signed by the signer. Once he/she will sign the document, he/she will
Email reminder for the pending eSign documents.
Description-Deliver a personalized email reminder to the signer to complete the eSignature on documents sent through email. UseCase-Â It is simple for agents to follow
