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Document Management

The ability to upload, view, delete, and update documents Ability to link documents to contacts and tasks and view them there Available in recruiting and retention
Brokerkit Product Management over 2004 years ago in Documents / Retention module 2 Planned

Document E-Signing

Ability to e-sign documents, store them in the document library, and link them to a contact profile This could be used for example, to have new agents e-sign an independent contractor agreement. This could be native functionality or via an integra...
Brokerkit Product Management over 2003 years ago in Documents / Integrations 0