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
83
votes
Thora Kehoe Adviser
shared this idea
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Wesley Ronayne.
commented
Having an signature feature for clients to sign documents via Smartr365.
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Admingeorge.atkins
(Admin, smartr365)
commented
Rather than acknowledgement he would like clients to be able to put a signature on documents on the document store