eSignature
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
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eSignature
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 360 Deal
eSign schedule sending
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
A separate reminder to send documents for eSignature
Description – Send reminders globally and individually to signers to complete the eSignature process. Benefit – Personalized timelined reminders for individual documents, increasing the effectiveness
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
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
Option to view the original document
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
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 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
eSign Reporting
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
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
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
