Description – For eSignature documents that do not require a customer signature, agents can enter their signatures and complete the process.
Benefit – Agents can now sign and share documents that don’t necessarily need signatures from customers, such as benefits, guidelines, etc.
Process:
- Navigate to the eSignature module
- Click on Sign Document and upload the PDF.
- Select the checkbox “I’m the only signer” for documents that do not require eSign from the customer’s end.
- Selecting this option will remove the option to add Recipient details from the screen.
- Click on Next.
- Once you sign the document, click on Next.
- You may either download the signed document offline into your PC and/or send it as an email to the client or others.
