NextAgency can email your clients their consent forms automatically and let them sign online. Watch this video to see how to set up a consent form workflow, send a form from a case, and track it on the Compliance tab.
In this video:
- Checking your agency profile and adding your National Producer Number (NPN)
- Building a Form Required workflow with an e-signature email
- Choosing which cases get the form with filters, and when the email goes out
- Personalizing the email with Insert Field
- Setting the Required Form field on a case to send the form
- Tracking the form on the case's Compliance tab
- Setting the Required Form field for several cases at once
Prefer to read? See Set-Up Consent Form Workflows and Using Consent Form Workflows.