All information about eSign Basics and Navigation
Release Date: March 1, 2025​ Going forward, the E-Sign module now has a file upload restriction to ensure a smooth and efficient process. If you
Experience a refreshed eSign interface with our latest update. The new design simplifies navigation and makes signing documents faster and easier for both agents and
With our latest enhancement, we’ve introduced a new payment option filter within the E-signature List. This feature allows you to filter payment options based on
With our latest enhancement, if you select ‘Agent as Last Signer’ when sending a document, the logged-in agent will be the final signer after all
While sending an eSign document to the signer, if a contact has multiple email addresses (e.g., personal or commercial), you can now choose any specific
 Now, you can effortlessly share eSignature templates with fellow agents. This feature allows you to grant read access or read and write access to the
InsuredMine’s eSignature module offers an easy and secure solution for managing digital signatures. This feature allows agents to easily upload PDF documents, add and request
 Description- Name, email, company, and title are now available as new eSign fields in the eSignature module. It will also auto-fill the recipient’s name
Now you can send multiple files together for eSignature with this enhancement. You can upload multiple files while creating the document for eSignature. The files
Suppose you selected an eSign doc, added signers, and placed the fields. If you choose not to send the eSign document, it will be saved
While sending documents to the signers, you need to add the signers’ names, email IDs, and phone number. Now while adding signers, you will find
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
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