I know my fellow TC sent and received disclosures on a closed file, but they remain on her Digisign account and she is out sick so I have no access to retrieve them for the file or other agent. Need Digisign access to all Brokerage TC dashboards.
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Hi Ruth,
Thanks for the suggestion, with both working docs and DigiSign those are sections that are intended for agent use and therefore are only accessible by the end user. One option would be to have you included on the document as a recipient who only receives a copy. :)
Hope that helps, and thanks for the feedback!
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