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eSignatures (31)
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eSignatures
e-signature
Use signed documents for new eSign requests.
Description-we can now use the signed document to create a new eSignature request and send the document to another recipient for eSign in eSignature, account360,
Rename eSign doc
Description- In the eSignature, account360, contact360, and pipeline modules, we can now rename the documents sent for eSignature. Navigation- Navigate to eSignature. Select a document
eSign schedule sending
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-
Name, email, company, and title as fields for eSign
Description- Name, email, company, and title are now available as new eSign fields in the eSignature module. It will also auto-fill the recipient’s name
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- It is simple for agents to follow
Insert everywhere feature in eSignature.
Description-The eSignature module now includes a new feature that allows the recipient to sign all fields at once by clicking insert everywhere. Use Case– Ease
eSign Reporting
Description: For the agent and admin, reports for the eSignature module will be generated. Benefit: The analysis of reports will aid in understanding the dynamics
Add policy number to eSign signed doc for AMS360
Description: Agents can include the policy number when sending documents for eSignature. Benefit: Agents can track which policies are associated with the documents sent for
eSign delete restriction
Description: Admin can restrict the agents\’ access to the eSign delete option, allowing the agent to do so only if they have access to delete
Archived list for the eSigned docs
Description: The archived eSign documents are moved to the archived list. Downloads of the archived list are also available. Benefit: Viewing the archived documents easily
Option to view the original document
Description: See the original document that was sent for signature in the eSignature module. Benefit: Look for missing information by comparing the completed form to
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
