Currently, you can share templates via Digisign, but it does not pull your templates from Forms. You would have to re-create them. That is a pretty big disconnect. Can this be corrected? Or can you make templates shareable, like many others have suggested in various posts over the years? So many agents do not even realize making a suggestion here is an option, so waiting for the thumbs up on a topic to start exploring a feature isn't a good method for planning features helpful to clients. And your features are to compartmentalized. This impacts two different parts of the platform, so which topic does it fall under, Forms or Digisign?
Created By Katie Shifflett
RequesterCurrently, you can share templates via Digisign, but it does not pull your templates from Forms. You would have to re-create them. That is a pretty big disconnect. Can this be corrected? Or can you make templates shareable, like many others have suggested in various posts over the years? So many agents do not even realize making a suggestion here is an option, so waiting for the thumbs up on a topic to start exploring a feature isn't a good method for planning features helpful to clients. And your features are to compartmentalized. This impacts two different parts of the platform, so which topic does it fall under, Forms or Digisign?
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