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Improve e-sign User Experience

E-SIGN ISSUES - It is NOT clear to clients that they have to click the small box next to the document link to activate the green e-Sign button - This needs to be made clearer in some way, as several clients struggle with this step Suggest that when the client clicks the document link it downloads the document but also shows the Green e-Sign button to allow the client to sign

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Tanya Johnson shared this idea  ·   ·  Report…  ·  Admin →
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  • Athavan Arunachalam commented  ·   ·  Report

    Following feedback we have made changes to the Client’s workspace in approving and/or eSigning documents.

    We have removed the checkboxes and added the relevant action buttons against each document; this makes it easier to approve, eSign, or reject a document without having to select it.

    In addition, along with clicking the file link to download each file individually, users can also now choose to download all the files at once.