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Suitability Report Generator

Suitability Report Generator

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2 results found

  1. Optional Suitability Report Tokens - Tokens inside optional content

    Include optional choices

    Include tokens inside optional content

    36 votes

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    under review  ·  0 comments  ·  Admin →
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  2. Electronic signatures

    Ability to capture electronic signatures from clients to sign the IDD – Fee agreement we currently send it to them via Adobe for electronic signature as we require a signed copy on file

    In App document signing

    Rather than acknowledgement he would like clients to be able to put a signature on documents on the document store

    85 votes

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    under review  ·  2 comments  ·  Admin →
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