To improve document security and control over eSignature workflows, we’ve introduced a new feature that allows admins to restrict users from cancelling sent eSignature documents.
Now, if you are sending an eSign document to a recipient and the status is ‘in progress,’ unless the recipient signs it, you will be
Now, when sending an eSign document to a recipient and the status is ‘in progress,’ unless the recipient signs it, the agent/admin will be able
While sending an eSign document to the signer, if a contact has multiple email addresses (e.g., personal or commercial), you can now choose any specific
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
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
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
Description – Decline option added in the eSignature module. Use case – Easier for customers to notify the agent of errors and request for modification
Description – For eSignature documents that do not require a customer signature, agents can enter their signatures and complete the process. Benefit – Agents can
Description – eSignature File Sync To AMS. Use case- Â eSignature captivity can be tracked in AMS by agents. Process-Â Go to a Contact that is
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
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
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