Two new role permissions were created: View Others' Contacts and Edit Others' Contacts. Users can now see other users' contacts, provided the permissions for their assigned role allow view/edit access. This will help TCs/Admins write contracts for other agents and search for them in the contacts list.
Users can now place signatures and integration tags on their custom documents. If they pull a custom document into an envelope and those signers or integration fields exist, they will automatically be placed on the custom document.
In the account, contacts and users’ sections, all phone numbers now include the country extension (U.S. by default) with a flag and an additional "extension" field automatically saved to the database.
Stay tuned as we continue to bring you even more features to enhance your experience with Click!
