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feature: Feature Friday: Using Agent Managed Envelopes - 09/03/10 02:33 PM
You might, as a sender, need to manage a complex brokered transaction in which you don’t have the contact information for all the recipients and signers, but do have the information for the agents or brokers for those recipients. What can you do? With DocuSign Standard or Enterprise, you can use agent managed envelopes to get the electronic signatures you need! While the process for using agent managed envelopes is similar to the standard procedure for sending documents for electronic signature, you’ll have a few more steps to send an agent managed envelope. Agent Managed Envelopes From DocuSign By allowing senders
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feature: Feature Friday: How-To Use Agent Managed Envelopes, a Spring ’10 Feature - 07/22/10 12:20 PM
Welcome to Feature Friday! This video will show you how to set up an agent managed envelope for electronic signature when the person starting the transaction doesn’t have contact information for all signers. In broker transactions, such as those by real estate professionals, financial advisors and insurance agents, the initiator of the paperwork may not have the complete contact information for all signers, but the brokers and agents may have this information. Normally, you need to have the contact information for all the recipients to send an envelope. By using Agent Managed Transactions, you can still complete the transaction without having
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An Bui
Seattle,
WA
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