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