InsuredMine CRM | Optimize and Grow Your Insurance Agency

Email reminder for the pending eSign documents.

Description-Deliver a personalized email reminder to the signer to complete the eSignature on documents sent through email.

UseCase-  It is simple for agents to follow up with signers by sending a reminder email to sign the documents.

 

Navigation-

 

  • Navigate to eSignature.

 

  • Select a document and click on the three dots in the Action column.

  • Choose Send Email Reminder.

 

  • A popup window with the recipient’s information will appear.

  • Choose the check box for the signers for whom we want to send a reminder email, then click the “Send Email Reminder” button. Choose Send.

 

  • A success popup will appear after sending the email reminder.

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes