This feature introduces the ability to configure the automatic attachment of a document that has been generated via the Automated Document Generation task to a corresponding eSignature document requirement.
This feature introduces the ability to auto-complete the eSignature task once all recipients have signed. This feature is configurable.
This feature introduces the baseline eSignature workflow into the Portal. Portal users can view the task, select recipients, send envelopes for signing via DocuSign, and monitor signature progress.
This feature introduces the baseline eSignature workflow into the Portal. Portal users can view the task, select recipients, send envelopes for signing via DocuSign, and monitor signature progress.
This feature introduces the ability to filter the recipient list in the eSignature task to specified role types.
This feature brings the Automated Document Generation system task into the Portal, enabling documents to be generated automatically using Entity Draft data as a data source. As the Automated Document Generation task runs, Portal displays an in-progress state.
This feature brings the Automated Document Generation system task into the Portal, enabling documents to be generated automatically using Entity Draft data as a data source. As the Automated Document Generation task runs, Portal displays an in-progress state.