Send document for signature in BoldSign when new appointment is created in Setmore

Send documents for signature via BoldSign when a new appointment is created in Setmore. Ensure clients complete necessary information before their consultation, leading to faster onboarding and improved client engagement.

Send document for signature in BoldSign when new appointment is created in Setmore

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Overview

Send documents for signature via BoldSign when a new appointment is created in Setmore. Ensure clients complete necessary information before their consultation, leading to faster onboarding and improved client engagement.

Send document for signature in BoldSign when new appointment is created in Setmore