Update – Agents may now send multiple files in one go for eSignature.

Use Case – A more efficient method for agents to share eSignature files with the contact.

Process –

• Navigate to Contact 360/Account 360/Deal card.
• Click on the Files tab. 
• Now click on the checkbox to select the files you want to share with the client.
• Click on Send Files for eSignature

Contact

Account

Deal Card

• The recipient information is automatically retrieved, and you may send the files for eSignature.