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.

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