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
InsuredMine’s eSignature module offers an easy and secure solution for managing digital signatures. This feature allows agents to easily upload PDF documents, add and request
You can share documents with your contacts for eSignature from Contact 360, Account 360, and deal cards in the pipeline. Contact 360 Account 360 Deal
Description-We can now schedule eSignature doc to send using the new feature. UseCase-Â Ease of sending documents to signers to produce results on time Navigation- Navigate
Description – Send reminders globally and individually to signers to complete the eSignature process. Benefit – Personalized timelined reminders for individual documents, increasing the effectiveness
Now you can add a new contact while sending a file to the concerned person for eSignature. To view the enhancement: Navigate to eSignature
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
Description: See the original document that was sent for signature in the eSignature module. Benefit: Look for missing information by comparing the completed form to
Update – InsuredMine now extends the eSignature feature with an added search by title and filter options. Application – The revamp makes it easier for
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
Description: For the agent and admin, reports for the eSignature module will be generated. Benefit: The analysis of reports will aid in understanding the dynamics
Description – Bifurcated view of admins and other agents’ eSignatures. Use case – Easier for the admin to segregate the eSignatures assigned by them and
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