FLOWS: Signature needs to also have document. FLOW data should also be saved to Client record.


So, right now if you use the FLOW step of esign document, what gets saved as the FLOW data is just the signature image. There’s no record of what was actually signed. This is useless. The client has no record of what was signed off on. I have no record of what was signed off on. Just some nebulous thing was signed.

Additionally, it would be nice to have that document get saved to the client profile so it’s centrally available and we don’t have to dig around trying to find the client’s contracts and stuff.

Client Portal Software Integrations