InsuredMine CRM | Optimize and Grow Your Insurance Agency

Undelivered eSignature Handling

Description – This feature allows the agent to resend the eSignature document to the user whose email address was invalid/incorrect, So by this feature the agent will be able to see the status Undelivered in the eSignature module whose email address was invalid/incorrect. So the agents can re enter the correct email and can resend it to the user.

Navigation –

  • Navigate to the eSignature module
  • Upload a document for eSignature
  • Add recipient invalid email address
  • Add signature field 
  • Send for eSignature
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  • When an email address is invalid then the status will be Undelivered
  • Then the agent will get an option to edit the email address and resend it.
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  • Once it has been resent the status will be changed from Undelivered to In process.
  • User will receive the email for signing the document
  • Once the user has signed the document then the status will be completed.
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After the status will be completed then in timeline the agents will be able to see all the details.

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