Settings and activity
53 results found
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189 votes
Brianna Flynn supported this idea ·
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53 votes
Brianna Flynn supported this idea ·
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18 votes
An error occurred while saving the comment Brianna Flynn supported this idea ·
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34 votes
An error occurred while saving the comment Brianna Flynn commented
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.
Brianna Flynn supported this idea ·
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26 votes
Brianna Flynn supported this idea ·
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13 votes
Brianna Flynn supported this idea ·
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6 votes
An error occurred while saving the comment Brianna Flynn commented
If you reach out to your RTT, I think you should be able to correct this by reimporting the file with the correct tags.
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32 votes
Brianna Flynn supported this idea ·
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31 votes
Brianna Flynn shared this idea ·
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21 votes
Brianna Flynn supported this idea ·
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39 votes
Brianna Flynn supported this idea ·
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12 votes
Brianna Flynn supported this idea ·
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67 votes
Brianna Flynn supported this idea ·
Please add this. We have literally like 20 TCs used by our agents and tracking them to what file is nearly impossible without it.