InsuredMine CRM | Optimize and Grow Your Insurance Agency

Default Signed Date in eSignature

Update – Sign Date is auto-populated in the document to be signed when opened
Application – Clients no longer have to fill in the signing date manually, eliminating clerical errors and discrepancies and improving efficiency.

 

Process:

  • Navigate to eSignature and click on Sign Document 
  • Drag and drop the Sign Date into the document and proceed to follow the steps, and share it with the client for signing

  • When the recipient opens the document to sign, InsuredMine auto-populates the date field to the current date.

 

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