Update – InsuredMine now extends the eSignature feature with an added search by title and filter options.
Application – The revamp makes it easier for users to search and view the list of eSignatures, ensuring user-friendliness.
Process:
- Navigate to the eSignature from the left pane
- You will now have the option to:
- View eSignatures divided into All, Completed, In Process, and Draft
- Use the search bar to Search by Title
- Sort the eSignatures by name or created date
- Filter based on Status, Created Date, and Agents
Note – An agent login will display the eSignatures of the agent alone, and the admin login will see an option to filter agent-wise eSignatures segregation.
