When sending out a Forms package, you can now save, review and adjust the e-sign package documents at your convenience in Brokermint!
After starting an e-sign package utilizing pre-mapped Brokermint Forms via the Use forms button, enter all necessary information to the form.
If you are not yet ready to send this package out for signature, Users may now click the Save & close button to save a copy of the package to the Checklist task with the preview available from the right-hand side.
As soon as you decide to finish the e-sign package, select the task this package was saved to, then click the Edit/E-sign button to resume working on the package.
NOTE: You can use pre-mapped Brokermint forms from Checklists and Documents tabs.