InsuredMine CRM | Optimize and Grow Your Insurance Agency

Cancelled in Esign

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 to access the option to cancel the eSign. However, if the scenario is that there are multiple recipients and only one signs the document while others do not, then the cancel option won’t be visible.

Use Case: Efficiently manage eSign documents by providing flexibility for cancellation when necessary.

To View the Enhancement:

  • Click on any in-process Esign doc, then on the action button.
  • Now from the drop-down, Click on cancel eSign.
  • Then, you will get a notification saying, ‘Are you sure, You want to cancel eSignature’.
  • If one of the two signers has signed the document while the other hasn’t, you won’t be able to find the cancel option in this scenario.
  • You can view the status of the canceled document in the eSignature timeline as canceled.

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