When sending a signature request, you select the client and then before you send it, you select the client again - I know theoretically you might store the doc on one record and then get someone else to sign, but if the second selection box could just default to the first - and let me change it if I need to - that would be a big help……
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Accepting Feedback
Feature Request
11 months ago

James Rolfe
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Accepting Feedback
Feature Request
11 months ago

James Rolfe
Get notified by email when there are changes.