InsuredMine CRM | Optimize and Grow Your Insurance Agency

Multiple Email Selection of a Contact While Sending an eSign Doc

While sending an eSign document to the signer, if a contact has multiple email addresses (e.g., personal or commercial), you can now choose any specific email address from the drop-down and send the eSign document.

Use Case: Select the best email while sending eSign docs for an easy, quick, and personalized approach, making communication smoother and more effective.

To view the enhancement:

  • Navigate to the eSignature Module.
  • Then, click on the ‘Sign Document’ button.
  • Now, when sending the eSign doc to the signer, you can view multiple email addresses associated with the contact and send the document.

Related Articles

Would you recommend this article?

Related Categories

Contact Us

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

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes