InsuredMine CRM | Optimize and Grow Your Insurance Agency

Segregated view of documents sent for eSignature

Description – Bifurcated view of admins and other agents’ eSignatures.

Use case – Easier for the admin to segregate the eSignatures assigned by them and eSignatures sent by other agents.

Process:

  • Navigate to eSignature. The list of eSignatures are categorized as My Signatures and Agent Signatures.

  • The Agent tab is also added to the eSignature list view. This tab displays which agent the eSignature is assigned to.

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