eSign Sending and Reminders Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Create Task after Esign completed

Arshad Hussain — Mon, 25 Aug 2025 12:04:15 +0000

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 an agent sends a document for eSignature and If the task setting is enabled, After that when the client completes the signing process and when the eSign document is completed, then immediately a task will be created (e.g., follow-up call, policy update, or document review).

To View the Enhancement:

Navigate to the esignature
Click on the three dots
Select Task settings

The Task Setting window will open (as shown below).

Fill all the required field as mentioned below
Click on Save

A pop-up message “eSignature settings updated successfully” will appear.

Sending a Document for eSign:

Click on Sign Document

You will be redirected to esignature> Add Document page

Add a pdf file by clicking on the + Icon
Click on Next

After the file uploads, you will be redirected to the details page.

Fill in the required details as highlighted below
Click on next

You will be redirected to esignature>Add Field

Select the signature fields
Click on Next

You will be redirected to the esignature>Send page

Click on Send

You will be redirected to esignature page:

In the eSignature List, you can see the task title, document name, and other details.

To view the Added Tasklist:

Navigate to the Tasklist
View your added task based on the assigned priority (High, Medium, Low, Normal).

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Show timeline when agent as a last signer selected and email sent to agent for sign

Arshad Hussain — Mon, 28 Jul 2025 08:05:47 +0000

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?

When the agent is selected as the last signer in the eSignature process, and the client completes their signing, the system will now:

Display a timestamped event in the eSignature Timeline, indicating that the document has been sent to the agent.

Purpose of this Enhancement

This feature has been introduced to:

Track email status to the agent after the client signs.

Help users validate that the process is functioning as expected.

To View The Enhancement:

1. Setup Signers

Navigate to eSignature Module
Click on Sign Document

Upload a File and Click on Next

Add Signer Details
Choose the agent as the last signer in the sequence.

Add Signature field and click on next
Send for eSignature

2. Client Signs

The client receives the signing link via email and signs the document.

3. Email to Agent

Once the client completes signing, the agent receives a notification email to sign the document.
In Timeline it will reflect that the email has been sent to the agent.

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eSign Reminder email/text in the timeline

Arshad Hussain — Sat, 06 Apr 2024 11:16:27 +0000

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, any reminders you send will now be accurately logged in the timeline, enabling us to monitor when they were sent.

Use Case: Track eSign reminders accurately in timeline updates for efficient monitoring and organization.

To View the Enhancement:

Select a document and then click on the action button.
From the drop-down, click Send Reminder.

Suppose, you are sending an e-sign reminder via email or SMS.

You can also monitor the date and time at which you have sent the e-sign reminder.

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Client signing: Success email excludes agent notification

Arshad Hussain — Fri, 02 Feb 2024 09:55:24 +0000

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 address, but now they will be sent to a custom email address set by the user.

To view the enhancement:

Navigate to the E-sign module.
Then, click on the 3 dots icon in the top right-side corner.
From the drop-down select “Sender Settings.”

From the sender settings, choose ‘Custom Email Address’ and input the email address where you’d like to receive notifications for successful document signings.

Notifications for both the initiation and successful completion of the signing doc will be sent to the specified custom email address.

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Send eSign reminder via email text or NA

Arshad Hussain — Thu, 04 Jan 2024 08:54:09 +0000

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 or email, leading to a time-consuming and repetitive procedure. With our recent update, you can now directly send eSign reminders from the eSignature dashboard after sharing the Sign-in email. This eliminates the need to repeat the entire document sharing process. An added feature, the “Send Reminder” option, is now accessible in the eSignature list. This allows for a more intuitive and efficient way to prompt clients to complete their eSignatures.

Accessible Regions for the “Send Reminder” Feature:

From Contact 360:

Navigate to the Contact 360 page.
Click on the eSignatures tab.
Select an in-process eSignature.
Then, click on the action button.
Choose “Send Reminder” from the dropdown menu.

From Account 360:

Navigate to the Account 360 page of the account..
Click on the eSignatures tab
Select an in-process eSignature.
Then, click on the action button.
Choose “Send Reminder” from the drop down menu.

From pipelines:

Navigate to the pipelines module and select a deal card.
Within the deal card go to the eSignature tab.
Select an in-process eSignature.
Then, click on the action button.
Choose “Send Reminder” from the drop down menu.

To send an eSign reminder:

Navigate to the eSignature module.
Select any eSign preview, then click the ellipsis (…) button.
From the dropdown menu, select “Send Reminder.”

A short window panel will now appear, prompting you to take action on how you would like to send the E-sign reminder – either by email or SMS.
Choose any option via email or SMS, then click ‘send.’ This way, the reminder will be successfully sent to the client’s given email address and phone number.

If you’ve got multiple signers but only want to send reminders to one specific person, you can choose ‘NA’ in such cases.

If you have sent the eSign reminder via email to the client, it will appear in his inbox as shown in the image below:

If you have sent the eSign reminder via SMS, the text message will appear in the client’s phone number as shown below:

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Ability to send/receive Esign documents via SMS/ text

Anjali Kapadia — Sun, 27 Aug 2023 17:54:22 +0000

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 a name, phone number, and email id.

When you finish adding fields and click on the send button, you will get the option to send from email or SMS.

Note: The send from SMS option will be only available if SMS/ Text messages are enabled from the Agent Credentials.

You can also send documents for Esign via SMS from Contacts if the phone number is added in contacts.

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eSign schedule sending

Nidhi mhendhiratta — Tue, 04 Jul 2023 13:50:33 +0000

Description-We can now schedule eSignature doc to send using the new feature.

UseCase- Ease of sending documents to signers to produce results on time

Navigation-

Navigate to the eSignature module. Select Sign Document.

Select Document, then Next. Fill in the required signer’s information. Place the fields as needed, then click the next button.

You can add messages to signers and schedule the sending of the document under the “Send” section. By selecting it from the dropdown menu, we can schedule and send the doc for eSignature.
Choose a time for sending and click the Schedule Send button.

Once done , Click on Send.

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A separate reminder to send documents for eSignature

Nidhi mhendhiratta — Sun, 02 Jul 2023 12:15:02 +0000

Description – Send reminders globally and individually to signers to complete the eSignature process.

Benefit – Personalized timelined reminders for individual documents, increasing the effectiveness of a reminder.

Process-

Navigate to eSignature Module.
Click on the Action button. Select Reminder Setting.

Toggle to Disable Global Reminder.
Select Save.

Navigate to the eSignature List.

Note – Please remember that the Set Reminder Icon will be visible for documents in the \”in process\” stage.

Click on the icon Set Reminder to set reminder settings.

Toggle the Start Reminder switch to Yes. You can toggle the Repeat Reminder to yes or no.
Enter the number of days for the Trigger After field. Click on Update.

The reminder will be sent to the recipients according to the set reminder settings.

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Ability to send signer to a custom URL once signing is completed

Anjali Kapadia — Fri, 30 Jun 2023 18:13:06 +0000

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 be redirected to the URL.

This feature is applicable for admin only.

Navigate to E-signature
Click on Settings
Fill in the URL that you want your signer to be redirected to
Click on Update

Once the signer signs and clicks on ‘I Agree’, he/she will be redirected to the URL that you have sent in the next 5 seconds.

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Email reminder for the pending eSign documents.

Nidhi mhendhiratta — Sat, 01 Apr 2023 11:04:50 +0000

Description-Deliver a personalized email reminder to the signer to complete the eSignature on documents sent through email.

UseCase- It is simple for agents to follow up with signers by sending a reminder email to sign the documents.

Navigation-

Navigate to eSignature.

Select a document and click on the three dots in the Action column.
Choose Send Email Reminder.

A popup window with the recipient’s information will appear.
Choose the check box for the signers for whom we want to send a reminder email, then click the “Send Email Reminder” button. Choose Send.

A success popup will appear after sending the email reminder.

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