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eSignature
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
Add the signed document to the files section.
Description- You can view signed files for the Contact, Account, or Deal card under the Files and eSignature section for the Files sent for eSignature
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
Select and send multiple files for eSignature through card detail and 360
Update – Agents may now send multiple files in one go for eSignature. Use Case – A more efficient method for agents to share eSignature
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
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
Ability to send signer to a custom URL once signing is completed
You can send an URL along with the document that needs to be signed by the signer. Once he/she will sign the document, he/she will
Send Documents for eSignature from Contact360, Account360, and Deal card
You can share documents with your contacts for eSignature from Contact 360, Account 360, and deal cards in the pipeline. Contact 360 Account
Textbox and Checkbox in eSignature
Now you can insert a textbox and checkbox in a PDF document before sending to recipients for eSignature. Textbox can be helpful in adding any
