InsuredMine CRM | Optimize and Grow Your Insurance Agency

Sign Count in eSignature

Description – eSignature documents will show the number of required signature/input fields in each document. 

Use Case- Easier for customers to know the number of fields where signatures/input are required and navigate directly to enter all the signatures/input before submitting the document.

Process: 

  • Navigate to eSignature. Click on Sign Document.

  • Add documents, signers, and place fields.

  • After the document is sent for eSignature, the sign count will be visible for reference above the document.

  • The Required Signature count will decrease as the signatures are added.
  • The signee can navigate directly to the next/previous field where input is required by clicking on the arrow buttons on the right/left.

 

Would you recommend this article?

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION