In many cases, agents are sending out signature envelopes that contain Agency Agreements that WON'T be forwarded on to the "agent on the other side" once completed and Contracts and other docs that WILL be forwarded on to the "agent on the other side" once completed. As it currently stands, I have to make two different envelopes - one for docs that will be returned only back to me, and one for docs that will be returned back to me AND forwarded on to the agent on the other side. There needs to be a method where I can create one envelope where some docs are forwarded on when completed and some are not. I thought that the template feature would fix this because I have my agency template set to NOT forward to the other agent and my contract template set TO forward on to the other agent, but when I tested it out, it forwarded the entire envelope to the other agent which I did not want.
Created By Clay Graber
RequesterIn many cases, agents are sending out signature envelopes that contain Agency Agreements that WON'T be forwarded on to the "agent on the other side" once completed and Contracts and other docs that WILL be forwarded on to the "agent on the other side" once completed. As it currently stands, I have to make two different envelopes - one for docs that will be returned only back to me, and one for docs that will be returned back to me AND forwarded on to the agent on the other side. There needs to be a method where I can create one envelope where some docs are forwarded on when completed and some are not. I thought that the template feature would fix this because I have my agency template set to NOT forward to the other agent and my contract template set TO forward on to the other agent, but when I tested it out, it forwarded the entire envelope to the other agent which I did not want.
0 Votes
0 Comments
Login or Sign up to post a comment