I have created Templates with one just Form and I have created Templates with a group of Forms (that are helpful for agents send out a few different documents via Digisign at once....such as a Brokerage Disclosure and a Listing Agreement....or a Brokerage Disclosure and and Buyer Agency together).
I would love to see the ability for an Agent to go through a LIST of Individual Templates and pick, choose and ADD the Templates they want to send for Signatures.
ie: If an Agent wants to send a Listing Agreement, Brokerage Disclosure and Lead Based Paint Disclosure...they can just go through and check which specific forms they want to send for that particular situation.
Also, would LOVE to have the ability to re-order the Templates that I have made and shared. Currently, they default to order of date made. I'd love to order them my type of Templates (such as all Listing docs together and all Sale docs together).
Thanks so much.
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