DigiSign Access for Member Benefits Users

Since our DigiSign e-signature platform is an integral part of our Member Benefits offerings, we've made it easier to navigate from Forms to DigiSign and vice versa. Member Benefits users can now use the Apps menu to quickly access the DigiSign dashboard and manage all of their independent envelopes.

Sharing Broker Libraries with Groups

This new feature makes it easier to share Broker Libraries accurately and efficiently! Prior to this release, Broker Library forms could only be shared by region, or to all users at the brokerage. But now, brokers can share libraries with custom groups! This allows for more granular access and better control of available resources.

Note: Broker Libraries and the ability to share Broker Forms is only available through Broker Edition. Reach out to your Customer Success Manager to get started with Broker Edition today!