InsuredMine CRM | Optimize and Grow Your Insurance Agency

Rename eSign doc

Description- In the eSignature, account360, contact360, and pipeline modules, we can now rename the documents sent for eSignature.

 

Navigation-

 

  • Navigate to eSignature. 

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

  • Choose the Rename document title option
  • Enter the new name in the pop-up window and click Update.
  • Once done, a success message will appear on the screen.

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