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New! v3.15 E-Signature
Dion Innes
#1 Posted : Tuesday, April 18, 2017 9:04:54 AM(UTC)
Rank: HawkSoft Representative

Groups: Employee Mod, General Mod
Joined: 9/28/2012(UTC)
Posts: 208

Was thanked: 6 time(s) in 6 post(s)
Angel E-Signature Integration

HawkSoft CMS now integrates with two e-Signature providers: DocuSign and RightSignature.

This integration enables you to send documents directly from CMS to your customers for an electronic signature.


Setup


Each User Profile has an E-Signature tab for configuring the integration.

See E-Signature Setup for detailed steps.


Templates

To speed up the process of sending out an e-Signature package, your agency can create templates to use as the message when sending attachments to be signed. You can attach agency documents to the templates, as needed.

For example, if every application you send for e-Signature includes a specific agency form, you can add the form to a template. When that template is selected, the agency form will be added to your signature package.

See E-Signature Templates for more information.


To send documents for e-Signature

Once you have set up your configuration and created templates, you can easily send documents to recipients from a client/policy, or when creating an ACORD form or Change form for electronic signature.
Additional documents from your computer can be added to an e-Signature package.

See HawkSoft E-Signature Integration for more information and detailed steps.



Check out the What's New v3.15 to learn about other enhancements in the latest version!

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If you have a tip or trick that you'd like to see posted in our Tips & Tricks forum, please email dinnes@hawksoftinc.com.

Please include "Tips & Tricks" in the subject line.


Thank you for choosing HawkSoft!


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