We’ve introduced a new enhancement to the eSignature workflow that improves transparency and tracking when an Agent is selected as the last signer.
What’s New?
When the agent is selected as the last signer in the eSignature process, and the client completes their signing, the system will now:
Display a timestamped event in the eSignature Timeline, indicating that the document has been sent to the agent.
Purpose of this Enhancement
This feature has been introduced to:
- Track email status to the agent after the client signs.
Help users validate that the process is functioning as expected.
To View The Enhancement:
1. Setup Signers
- Navigate to eSignature Module
- Click on Sign Document
- Upload a File and Click on Next
- Add Signer Details
- Choose the agent as the last signer in the sequence.
- Add Signature field and click on next
- Send for eSignature
2. Client Signs
- The client receives the signing link via email and signs the document.
3. Email to Agent
- Once the client completes signing, the agent receives a notification email to sign the document.
- In Timeline it will reflect that the email has been sent to the agent.
