InsuredMine CRM | Optimize and Grow Your Insurance Agency

Search and Filters added to the eSignature module

Update – InsuredMine now extends the eSignature feature with an added search by title and filter options.
Application – The revamp makes it easier for users to search and view the list of eSignatures, ensuring user-friendliness.

 

Process:

  • Navigate to the eSignature from the left pane
  • You will now have the option to:
    • View eSignatures divided into All, Completed, In Process, and Draft 
    • Use the search bar to Search by Title
    • Sort the eSignatures by name or created date
    • Filter based on Status, Created Date, and Agents

Note – An agent login will display the eSignatures of the agent alone, and the admin login will see an option to filter agent-wise eSignatures segregation.

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