InsuredMine CRM | Optimize and Grow Your Insurance Agency

Introduced Templates in eSignature

Update – Agents may now save eSignature documents with the fields and content as templates.

Use Case – Agents save time and effort since attaching the document and adding fields are one-time activities if the same file has to be sent to multiple customers.

 

Process

  • Navigate to eSignature

You will view the eSignature List and Templates options. Click on Templates to view existing templates and add new ones.

  • Click on Add Template
  • Click on Select File and upload the documents and click on Next.

  • Add recipient roles and place fields for them into the eSignature document
  • Include the Subject line and Message you would like to share with the eSigners and click on Save Template.

  • You may Edit and Delete the templates when necessary.

  • Click Send as eSignature 

  • Enter the contact information and click on Next to send the eSignature documents

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