Enhance Your Efficiency: New Features for Agents in Click Software
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Watch this video to see how Clicks new features will make you more efficient
DETAILS on the New Features:
1. 'Create Envelopes' Search Function
A new search feature has been added to the Create Envelope page, enabling users to locate documents quickly and efficiently.
2. Simplified 'Create Envelope' Dashboard
The Create Envelope dashboard has been reorganized for improved navigation, with envelopes now conveniently grouped within the Individual Document Seller and Individual Document Buyer sections.
3. Streamlined Cloning Process
The cloning process has been refined for greater ease of use. Users can now select "Clone" without needing to differentiate between "Clone to Edit" and "Clone to Sign," resulting in a smoother workflow.
4. Seller Disclosures Update
Agents will now approve Seller Disclosures at the conclusion of the process, ensuring these important documents are not overlooked in their inbox.
Stay tuned for more exciting updates from Click, as the company is committed to continuously enhancing the user experience!
