eSign Documents Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Thu, 26 Jun 2025 07:43:28 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.3 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico eSign Documents Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Pointers on eSignature doc for the signers https://www.insuredmine.com/knowledge-base/pointers-on-esignature-doc-for-the-signers/ Thu, 26 Jun 2025 07:31:50 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=46749 We are excited to introduce a new enhancement to improve your document signing experience! With our latest update, you will now see a pointer option while signing the document. Key Benefits of the Pointer Option: Seamless Navigation – The pointer will guide you through each required signature field, ensuring a smooth signing process. No Missed […]

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We are excited to introduce a new enhancement to improve your document signing experience! With our latest update, you will now see a pointer option while signing the document.

Key Benefits of the Pointer Option:

Seamless Navigation – The pointer will guide you through each required signature field, ensuring a smooth signing process.

No Missed Fields – The pointer will automatically direct you to every signature field, preventing any fields from being overlooked.

Faster Completion – Navigate through the document effortlessly without having to manually search for signature fields.

Use Case: This feature ensures a hassle-free signing process, saving time and eliminating errors. Experience a more efficient and user-friendly way to sign your documents today.

To View The Enhancement:

  • Navigate to eSignature module
  • Upload a document for eSignature
  • Add Recipient in the add signer page and click on next
  • Add the signature and initials in add Field page
  • Once the fields are added click on next and send the document for eSignature
  • Once the document has been sent then when the signer will open the document to sign then they will be able to see the pointer in the left corner of the document.

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]]> eSign – Show Typed Signature in saved Signature https://www.insuredmine.com/knowledge-base/esign-show-typed-signature-in-saved-signature/ Wed, 13 Mar 2024 07:57:52 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=36779 Previously, eSignatures were stored when signing a document using a mouse pad. Now, this functionality extends to text-based electronic signatures, reducing the need for repetitive typing in eSignature documents and saving time. Use Case: Save time and effort by reusing your saved electronic signature with ease, streamlining the document signing process through convenient integration with […]

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Previously, eSignatures were stored when signing a document using a mouse pad. Now, this functionality extends to text-based electronic signatures, reducing the need for repetitive typing in eSignature documents and saving time.

Use Case: Save time and effort by reusing your saved electronic signature with ease, streamlining the document signing process through convenient integration with eSignature documents.

To View the Enhancement:

When you receive an email to sign a doc: 

  • Click on ‘Review & Sign’
  • The document will open, prompting you to fill in specified fields such as initials, signature, company name, title, etc.
  • Click on ‘Continue.’
  • Now, while adding initials and signatures through text you can find your previously saved signatures.
  • Choose one and insert it into the appropriate fields

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]]> 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.

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]]> Default Signed Date in eSignature https://www.insuredmine.com/knowledge-base/default-signed-date-in-esignature/ Mon, 14 Aug 2023 07:27:56 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23772 Update – Sign Date is auto-populated in the document to be signed when opened Application – Clients no longer have to fill in the signing date manually, eliminating clerical errors and discrepancies and improving efficiency.   Process: Navigate to eSignature and click on Sign Document  Drag and drop the Sign Date into the document and […]

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Application – Clients no longer have to fill in the signing date manually, eliminating clerical errors and discrepancies and improving efficiency.

 

Process:

  • Navigate to eSignature and click on Sign Document 
  • Drag and drop the Sign Date into the document and proceed to follow the steps, and share it with the client for signing

  • When the recipient opens the document to sign, InsuredMine auto-populates the date field to the current date.

 

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]]> Share multiple documents for eSignature https://www.insuredmine.com/knowledge-base/share-multiple-documents-for-esignature/ Tue, 30 May 2023 11:40:03 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23562 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 that you will upload will be merged and displayed in the same order as the documents were uploaded. You can add or remove files while adding documents for eSignature.  Note: […]

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]]> 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 that you will upload will be merged and displayed in the same order as the documents were uploaded. You can add or remove files while adding documents for eSignature. 

Note: If there is only one file then the name of the file will be displayed the same as the uploaded file. In case of multiple files, whatever subject will be given to the document while sending it, the merged file will be named accordingly.

 

 

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