The Mobile App now has a feature available where you can review a list of all signers of an eSign request and resend eSign requests. You can resend an eSign request to an individual or everyone who received the request! Timestamps from signers are also visible when completed.
- Roles: Any
- Permissions: Create, Edit, and Assign Work
- Licenses: Document Management
1. Navigate to the Contacts tab.
2. Select the desired contact.
3. Go to the Tasks tab on the contact record.
4. Select an eSign task on the list.
5. Select the Signers tab.
6. Tap Resend.
Once sent, a confirmation populates at the bottom of the screen and the date that it was resent is recorded below the signer's name.