All information about eSign Sending and Reminders
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?
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,
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
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
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
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
Description – Send reminders globally and individually to signers to complete the eSignature process. Benefit – Personalized timelined reminders for individual documents, increasing the effectiveness
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
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
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