InsuredMine CRM | Optimize and Grow Your Insurance Agency

eSignature Activity Report

The Reports section now has an added activity detail for eSignatures 

Use Case- View the report on the number and check the status of each signature document created by each agent

To View the Enhancement:

  • Navigate to the Reports section at the bottom of the left panel.
  • Click on Activity Reports and choose eSignature to view the complete report on eSignatures created.
  • Select the custom date range.
  • Data reports based on E-sign will be displayed.

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