Give MCs DocuSign Webform Access
DocuSign already has in its features a feature called WebForms. This means that an onboarding agent can fill out one form with their address, email, etc and it will populate to all the correct areas in that packet taking out a lot of work for the onboarding agents. In California, our onboarding packets are about 60 pages long comprised of about 8-10 documents so they have to write their address over and over again, this would really increase agent experience.
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Brianna Flynn
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