InsuredMine CRM | Optimize and Grow Your Insurance Agency

eSign – Return Documents Separately

Previously, we lacked the option to select our preferred method for receiving return documents. For instance, if you submitted three files, you would receive them combined into a single PDF as the return output. However, now the Admin has the ability to choose whether the agency prefers viewing the return documents individually or as a single document.

Use Case: Users can choose between a consolidated PDF or individual files for each document, providing them with a more efficient ease of access.

Note: This setting will be enabled and managed exclusively from the admin only.

To View the Enhancement:

  • Navigate to the eSignature module.
  • Then, click on the three dots icon present in the top right corner.
  • From the drop-down, click on ‘Document Settings.’
  • A minimized window will then appear, asking you to select how you want the return document to be: Return Single Document or a Return Separate Document.
  • Click Update.

If you are selecting ‘Return Single document’ from the document settings:

  • Then, all the documents will be merged into one single PDF.

Now, If you are selecting ‘Return Separate document’ from the document settings:

  • For instance, if two different documents are shared with the signer, upon signing, two separate attachments will be received.
  • The signer will also receive two separate attachments.

Note: If only a single document is sent, after signing, it will not be received as a separate document.

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