InsuredMine CRM | Optimize and Grow Your Insurance Agency

Textbox and Checkbox in eSignature

Now you can insert a textbox and checkbox in a PDF document before sending to recipients for eSignature

Textbox can be helpful in adding any necessary clause or points. The checkbox can be used for any mandatory fields.

 

To view enhancement:

  • Navigate to Sign Document

 

 

  • Select Document and click on Next

 

  • Add Signers and click on Next

 

 

  • Add and place the fields and click on Next

 

 

  • Type the subject and message and click on Send

The textbox and checkbox added will look like this:



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