Viewing eSign Activity in Communications Centre

Article ID: 2320
Last updated: 20 Feb, 2024

Communications Activity in the client record is automatically updated to display emails sent to request signature and document signed.

You can also view the signed document by clicking on the hyperlink on the Communications Activity screen.

Article ID: 2320
Last updated: 20 Feb, 2024
Revision: 18
Views: 1369
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folder eSign Centre