Ability to send/receive Esign documents via SMS/ text
Now you can send and receive ESign documents through SMS text and email id. So, while adding signers you will have the option to add
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Type II Certified
Documents
Option to view the original document
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
Contact 360
In this article, you will learn: Tags Bulk Data Upload Additional Features Shareable tags: Steps to share tags Send document via email form contact-360 Future
Accounts 360
Accounts: Client Profile 360 is the management hub for each specific client account. It is the repository for client information and is used to identify opportunities,
