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Add eSignature request as part of a task template

Greg Posts: 5 ✭✭

I understand that the signature/initial/date areas may or will always be different for each request, but I would like the ability to have an eSignature request as part of a task template. Simply edit the request to upload the document, place signature/initial/date blocks on the document and then send it to the client. That way those types of requests can be built in as part of a task template or even as a subtask to a parent task rather than as a separate standalone task.

1 votes

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