Saving email & contact information

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Scot

• April 20, 2019 13:08

Each time I get into this program, the name of the client is not in filled when I select the transaction. This is THE MOST TEDIOUS process I have ever encountered on any Esig program EVER!!!

 

Why can't it be set up that once you enter a name (as in other programs) anywhere in this program (as it is in other esig programs) it saves that information so that I dont have to type it in each time!

 

ONCE & DONE!!!

2

• Official comment

  

  Prod Squad

  • May 02, 2019 18:14

  Hi Scott,

  Thanks for taking the time to provide feedback. In the current version of DigiSign, as long as your file has a contact and you navigate to DigiSign from the documents or checklist tab, or select the property in the New Envelope screen, the contacts should be automatically populated into DigiSign. If you find this is not happening, please either reply here or reach out to our support team with the example.

  Thanks,

  Jason R. DigiSign PM

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