InsuredMine CRM | Optimize and Grow Your Insurance Agency

Use signed documents for new eSign requests.

Descriptionwe can now use the signed document to create a new eSignature request and send the document to another recipient for eSign in eSignature, account360, contact360, and Pipeline modules. 

Use case: Send documents to signers more easily rather than starting over in case something is missed.




  • Navigate to the eSignature module. 
  • Click on the document that needs to be sent to eSign again. Select the document that is complete.
  • Click on the three dots under the action column for the same document.
  • Click on the button use signed doc for new eSign request.
  • You will be redirected to the signer’s section. Click on Next.
  • Add fields as necessary, then click Send.

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