Sent a document out to be signed. It shows in my sent tab as no one signing, yet its in the property file documents with only signatures. no date or initials.
This is very frustrating to keep an eye on your digisign files, see that it is not signed, prompt the clients to sign again and they have it as completed on their side.
In my opinion:
The system should send us back to the property file we were working out of prior to sending a document to digisign. As the Property File should be our "home page" then when you are completely done working in that file you go to the next file.
I would love a notification that a document has been received in the property documents. Then I don't have to go back and follow up on each task I did.
As Admin, we cant help our agents with sending and receiving documents if their Digisign files are not open like the property files are available to admin.
Check marks should not be so confusing. We have a conversation with our clients prior to sending them a document. They hire professionals to make sure the documents are correct as per the conversation. Assigning check marks to the client is redundant. If the documents are checked in correctly they would not sign them. However if we have to send documents several times to get a document complete.
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