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You can now also search for Policies that are missing specific Documents - providing another layer of processing protection.
By selecting the 3Dot action button you can do other Document functions from your Missing Document tab.
Add - upload the document to the specific policy listed
Create Task - send yourself a reminder or add a Task to a coworkers Task Dashboard
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We’ve recently released the ability to create electronic signatures (eSignatures) to for your documents. You can learn more about that process here: eSignatures |
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