[Forms] Enable sending completed forms for Electronic Signatures
under review
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Ana Alves
under review
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Ana Alves
Hello, Alan. Thank you so much for your comment on our Features Request page! Can I ask you to further elaborate on your feedback? We already present the ability to make a form available for external completion and signature. Is there a reason this functionality would not be suitable for the use case you mentioned?
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Alan Wikman
Hi Ana. It appears the only way to send a document for signature is to send a blank one for them to complete and sign. What we do is complete our Enrollment Agreement with the required information (rate information, etc) and then they sign the document.