InsuredMine CRM | Optimize and Grow Your Insurance Agency

ESign Draft

Suppose you selected an eSign doc, added signers, and placed the fields. If you choose not to send the eSign document, it will be saved to the eSign list.

To View the Enhancement: 

  • Navigate back to the Esign document list.
  • Click on the three dots of the saved eSign draft and choose any action you would like to do such as viewing the original doc or editing the recipient name, email, and phone number.

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