Digi-Sign one-envelope to brokerage for policy changes

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Tom Cox

Requester

I called the wonderful support team today regarding a competitor's feature that would be so grand to help manage our firm.  We were using this feature before we moved to Skyslope.
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When with DocuSign, as an administrator, I could do a "email-merge" to all or to a selected group of our staff and the envelope would be delivered to the selected as though they were individuals.  Then the individual would e-sign and that would create a separate reply from the individual.  
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Scenario:  The office creates a new policy, or there is a state license law regulation change that affects licensees.  By sending a mass-e-signature, each selected person would read the "letter or document" then at the end of the document, we would insert a "sign here".  The individual will e-sign as a receipt that they had received the document and had read it.  It would then come back to us and into their personnel file.  
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It was a great way to confirm important messages. 

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S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Tom!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! We think that this is a great idea and would love to speak with you more about this. I'll have a team member reach out via email. In the meantime, I've documented your request and we'll also monitor this post for upvotes and comments.

Thanks again and have a great day!

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