I think a status bar would be helpful for agents, even if just on the Sign and Finalize tab to help lead them through the process and make sure that contracts are finalized.
Rebecca Browne
| I need it... | Not Sure -- just thought it was cool |
Per the SWAT group, this is not possible and will be closed.
Per discussion with Greg, we think a solution will be to lock down a contract and make the agent choose between cancelling the signature process or finalizing the contract. If they try to close the contract or DIGicon it will prompt them to complete one of the two options. Also, it they collect signatures via the signature pad, there is a message that says that signature collection is complete. If this could be updated so they can finalize from that pop-up instead of clicking "OK" and then having to click "Finalize with Electronic Signatures" that would help.