All information about eSign Document Management
Within the E-sign module, we have introduced new columns for ‘Declined at,‘ ‘Cancelled at,’ ‘Completed at,‘ and ‘Scheduled at‘ date and time for the document.
Now you will be able to send the eSign docs to multiple agents for signing, and once the agents log in to the portal, the
Now, if you are sending an eSign document to a recipient and the status is ‘in progress,’ unless the recipient signs it, you will be
Now, when sending an eSign document to a recipient and the status is ‘in progress,’ unless the recipient signs it, the agent/admin will be able
Previously, we lacked the option to select our preferred method for receiving return documents. For instance, if you submitted three files, you would receive them
Previously, eSignatures were stored when signing a document using a mouse pad. Now, this functionality extends to text-based electronic signatures, reducing the need for repetitive
Description: Within the eSignature platform, a recent update introduces an improved capability allowing users to copy fields for increased efficiency. Navigation: Access the eSignature module.
Description: See the original document that was sent for signature in the eSignature module. Benefit: Look for missing information by comparing the completed form to
Update – InsuredMine now extends the eSignature feature with an added search by title and filter options. Application – The revamp makes it easier for
Description-we can now use the signed document to create a new eSignature request and send the document to another recipient for eSign in eSignature, account360,
Description-The eSignature module now includes a new feature that allows the recipient to sign all fields at once by clicking insert everywhere. Use Case– Ease
Description – eSignature documents will show the number of required signature/input fields in each document. Use Case- Easier for customers to know the number of
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