Ideas & Enhancements

DocuSign - Additional Recipients

The ability to add signers that are not affiliated with the case. You can do that in DocuSign but not through NEOS. For example, when we need the attorney on the case to sign the retainer agreement after the client signs, we need to add them as a signer and can't because they are not parties or insurance companies affiliated with the case.

  • Guest
  • Dec 9 2022
  • Attach files