✨Update to Client Signature Flow✨(Effective 10/02/2023)

The client signature process within the Staff App has now been further streamlined to make it faster and more efficient.

Instead of having to individually select and approve each document signature, this update will group all required documents together for the client to review and sign all at once. 

This will eliminate the need to pass the device back and forth when multiple signatures are needed.

 

✨Click here for a step-by-step guide to the new Client Signature Flow!✨


 

The Old 📷


 

✨The New and Improved 📷

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Written By Amanda Griffin (Super Administrator)

Updated at September 29th, 2023

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