eZupdates
Discover the new features of Q3 2024
New Functionalities
Public Templates
Do you wish to publish a subscription contract on your website and automate new client registrations? Would you like to provide your employees with a form to sign via your company’s Intranet to save precious time? With the new Public Templates feature, it’s now possible to do so without having to send an email each time.
Favourite Templates Setting
Optimize your productivity by tagging your most frequently used templates as “favorites“.This way, you can streamline the creation of your documents, as the system will automatically suggest these templates each time you create a new file.
Click here to learn more
Delegation of Signature
It’s the perfect time to use those well-deserved vacation days. With eZsign’s new delegation feature, you can effortlessly hand over your signing responsibilities to a trusted colleague. Enjoy your time off with complete peace of mind!
Click here to learn more.
Colleagues Access Management
Grant a colleague access to all your folders so they can view, manage, and create new ones. Whether to receive assistance during your absence or to simplify daily collaboration with your assistant, this option is particularly useful.
Custom Reminder Settings in Folders
You now have complete control over the frequency of your follow-ups. Utilize the option to set the exact timing for the first reminder, as well as subsequent reminders if your signatory has not yet completed the document.
Model Recognition – File Name
Automatically associate a document with a template using eZsign’s ‘File Name Recognition‘. This way, when creating a folder, you can easily add files without having to select an additional option.
Model Recognition - Content
Whether you’re communicating with all signatories at once or sending a private message, content templates are pre-written messages that streamline your communication process.
Consultation Field
Do you want to make sure that your document has been reviewed by someone whose signature is not required? We now offer the option to add a consultation field in addition to the signature fields. This step must be completed before the document is considered finalized in your file.
Signer Groups
Assign a signature field or form to an entire group rather than to an individual signatory. This feature is ideal when the signing or completion of a document can be handled by any member of the group, providing greater flexibility and efficiency in your processes.
Dropdown Menu
Allow the signatory to easily choose from predefined options via a dropdown menu. Make this field mandatory to ensure a selection before signing, and display a default option for an even smoother experience.
These features are not available in all accounts. Please contact us for more information.
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