InsuredMine CRM | Optimize and Grow Your Insurance Agency

Field Copying Option in eSignature

Description: Within the eSignature platform, a recent update introduces an improved capability allowing users to copy fields for increased efficiency.

Navigation:

  1. Access the eSignature module.
  2. Select “Sign Document.”

3. Upload the PDF file and click “Next.”

4. Enter signer details and click “Next.”

5. While on the “Place Field” page, after adding sign fields, simply right-click on the desired field. An option to copy the field will appear, enabling effortless duplication as required.

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