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Workflows 2.0 have arrived
We have just launched a new feature that is available in all client portals: the ability to design and share document workflows that clients can go through in a structured manner. This is particularly useful if you would like your client to sign or view several documents in one go. You control the name of […]
Change recipient’s email address after a document has been sent for signing
You can now change the email address of a signee, who has not yet signed a document, even after the document has been sent out for signing. Until recently you had to cancel the esignature request if you discovered that one of your signees has had an incorrect email address. To make the change, go […]
Clients can pro-actively approve documents shared with them through portals.
If you share a document with your client through a portal, the only way to have it signed or approved by your client was for you to configure the transaction and request a signature. In some cases that is too labour intensive. For that reason, we enabled the option for clients to be able to […]