Signature Flexibility Training Video
Your Way or the Highway - Signature Flexibility is Here
To help you hit the ground running, we've prepared a comprehensive training video that walks through the entire process. You can watch it now and return to it anytime you need a refresher.
How This Benefits Your Clients
- Choice and comfort - Clients can sign documents using the method they prefer, whether digital or traditional
- No technology barriers - Older clients or those uncomfortable with digital tools can still complete applications smoothly
- Maintained efficiency - Even with wet signatures, all other parties sign electronically, keeping the process moving
- Personalized service - Demonstrates your commitment to meeting clients where they are, not where technology dictates
- Stress-free onboarding - Removes anxiety about digital signatures for clients who find technology overwhelming
How This Benefits You
- Complete flexibility - Choose signature method based on each client's needs and preferences at submission time
- Streamlined wet signature process - Download pre-populated documents directly from tickets for client signing
- Efficient document handling - Non-client signatures still process electronically, minimizing delays
- Better client relationships - Accommodate all clients without forcing uncomfortable technology adoption
- Structured workflow - Clear process for both signature types with documents tracked and stored in CRM
Find detailed instructions in our step-by-step knowledge base article to learn how to use all the features