Documents via Text Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 13 Oct 2023 13:30:47 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Documents via Text Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Ability to send/receive Esign documents via SMS/ text https://www.insuredmine.com/knowledge-base/ability-to-send-receive-esign-documents-via-sms-text/ Sun, 27 Aug 2023 17:54:22 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=22101 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: […]

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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.

The post Ability to send/receive Esign documents via SMS/ text appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

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