Vault: Secure Sign Integration - Recorded Video
Make signing, managing, and sharing your real estate documents simpler and more efficient than ever. With the MRI Secure Sign integration, you can handle all your agreements, contracts, and other essential paperwork in one user-friendly platform.
Learning Outcomes:
Upon completion of this recording, participants will be able to:
- Easily upload your document templates to Secure Sign
- Effortlessly create and apply Vault data merge fields to your Secure Sign document templates
- Prepare custom cloud letter templates using Secure Sign merge fields
- Streamline and manage your document signing process directly within MRI Vault CRM
Duration: 20 minutes