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Life BTM Ideas Portal
Created by Ashley Heffele
Created on Nov 14, 2022

eDelivery - Update DocuSign Completed Email

Currently, in production when the client opens the Completed Email to view the policy packet with a mobile device and the case was issued with an optional EFT form, the acknowledgement page will display and require the client to click through the screen.
It would be a better user experience if that page was removed in the Completed Email process.

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  • Admin
    Janelle Rose
    Reply
    |
    Dec 12, 2023

    Will be handled as part of this feature - https://dev.azure.com/sfgmembers/BTM/_workitems/edit/279634

  • Admin
    Janelle Rose
    Reply
    |
    Dec 12, 2023

    Part of a future feature for eDelivery.