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.
