AnsweredAssumed Answered

Digital Signature

Question asked by Joseph Collict on Feb 8, 2019
Latest reply on Feb 8, 2019 by Joseph Collict

Digital Signatures:


Hi, I have a couple of questions to ask re digital signatures on XPLAN.


1) Is there a way that when a client signs the document digitally we will receive a notification instead of filtering from the digital signature page?


2) Can a client view and sign a document digitally without have access to client online access / client portal?




support help digital signature questions xplan solutions xplan client notes client portal coa email notifications document note notifications