Description – eSignature File Sync To AMS.
Use case- eSignature captivity can be tracked in AMS by agents.
Process-
- Go to a Contact that is already synced. Go to the Files section. Add file and send for signature. An email requesting a signature will be sent to the contact.
- Once the File is signed, the status changes to complete. Navigate to the eSignature section. Refresh the tab. The eSignature file will be synced with the AMS. The synced eSignature file will be present under Files tab with “Signed” appended to the file name.
Note – If the AMS sync is selected Auto for Activities Sync. The eSignature file will be synced automatically. If the AMS sync is selected Manual, you can sync using an option provided along with files sent for eSignature.
- The file sent for eSignature will be visible in the Activity section for AMS.
- For manual sync, You can sync the eSignature file by selecting the sync icon in the eSignature section.
Note – eSignature file sync is available for Accounts, Contacts, and Deal cards.
