InsuredMine CRM | Optimize and Grow Your Insurance Agency

Option to view the original document

Description: See the original document that was sent for signature in the eSignature module.

Benefit: Look for missing information by comparing the completed form to the original document.

Navigation

  • Navigate to the eSignature module.
  • Click on the three dots under the action column.
  • Click on the View Original Doc. 
  • After viewing the document, click on the Close button to close the document.

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