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eSignatures
e-signature
Sign by Agent only under eSignature
Description – For eSignature documents that do not require a customer signature, agents can enter their signatures and complete the process. Benefit – Agents can
Send File for eSignature and Sync to AMS
Description – eSignature File Sync To AMS. Use case- eSignature captivity can be tracked in AMS by agents. Process- Go to a Contact that is
Decline an eSignature
Description – Decline option added in the eSignature module. Use case – Easier for customers to notify the agent of errors and request for modification
Segregated view of documents sent for eSignature
Description – Bifurcated view of admins and other agents’ eSignatures. Use case – Easier for the admin to segregate the eSignatures assigned by them and
Sign Count in eSignature
Description – eSignature documents will show the number of required signature/input fields in each document. Use Case- Easier for customers to know the number of
Introduced Templates in eSignature
Update – Agents may now save eSignature documents with the fields and content as templates. Use Case – Agents save time and effort since attaching
Search and Filters added to the eSignature module
Update – InsuredMine now extends the eSignature feature with an added search by title and filter options. Application – The revamp makes it easier for
eSignature Activity Report
Update – The Reports section now has an added activity detail for eSignatures Application – View the report on the number and check the status
Default Signed Date in eSignature
Update – Sign Date is auto-populated in the document to be signed when opened Application – Clients no longer have to fill in the signing
Share multiple documents for eSignature
Now you can send multiple files together for eSignature with this enhancement. You can upload multiple files while creating the document for eSignature. The files
Add new contact through eSignature
Now you can add a new contact while sending a file to the concerned person for eSignature. To view the enhancement: Navigate to eSignature
eSignature tab in Pipeline
Now you have the eSignature tab in the expanded view of the deal card. So, once you upload any file in the deal card and
