signature request email & way to create request HORRIBLE
The update that was done where everything changed and how the email is for the customer to sign is awful. Customers can't tell where to click in the email to go to the signature page. Also, the way we have to put all the info and emails and click to sign is no good. It takes longer to do and is super confusing.
Randy Stumpff
shared this idea
Hi Randy Stumpff,
We understand you are encountering some trouble with the new feature in Request e-signatures. We apologize for any inconvenience this may cause. With Modernized experience, you now get simplified document authoring experience, leverage AI-assisted form field detection and ability to revise, organize & save document edits in-progress, add/ remove recipients during agreement creation step. Here’s more information.
If you still prefer to use the earlier version you can revert back by following these steps:
1. Click on your profile icon.
2. Select "Settings".
3. In "E-signing settings", uncheck the box next to "Use the latest version of Request e-signatures".
This change will only affect new created after making this adjustment. We appreciate your patience and cooperation in resolving this issue. If you have any further questions or concerns, please do not hesitate to contact us.