All information about File and Document Management
Feature release Date: 1st Feb 2025 With our latest enhancement, you will be able to efficiently manage custom fields from the account module while uploading
With ImageRight and InsuredMine integration, you can upload any file or image directly within ImageRight, and then have it mapped within the files section of
If you save a file in the notes section under the deal card, the file attached will also be available to view under the File
Add Files and Notes in Account 360 You can now add notes and files from the account 360 section. Note: This feature is now
Description: Forms from Contact360 and Account360 can be deleted. Benefit: Admin and agents can streamline their workflow and increase productivity by directly removing redundant forms
Update – Agents may now send multiple files in one go for eSignature. Use Case – A more efficient method for agents to share eSignature
Now you can select and send multiple files via email. This feature is available in the Files section under Pipeline deal cards, Contact 360, and
Now you can add the Notes by Mentioned Links as given below: 1. Now you can mention “@” and add the agent’s name. The particular
InsuredMine is SOC 2
Type II Certified
support@insuredmine.com (available 24/7)
+1 469 616 1821 (Business hours 9 AM – 5 PM)
3400 N Central Expy Ste #110 - 323 , Richardson, TX 75080
Most Search: Ams360Release Notes
