InsuredMine CRM | Optimize and Grow Your Insurance Agency

ESign Draft

Now you can save your Esign drafts and start working from where you left off next time you log back in. 

 

To view the enhancement:

  • Navigate to Esign

  • Click to add a document, add signee, place fields and click on the cross sign icon



 

  • Navigate back to the Esign document list

  • Click on the draft and continue editing to complete the process

 

Would you recommend this article?

Contact Us

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

EMAIL

PHONE

OUR LOCATION