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Signature dialog improvements #1166

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brijesh-amin opened this issue Oct 7, 2024 · 0 comments
Open

Signature dialog improvements #1166

brijesh-amin opened this issue Oct 7, 2024 · 0 comments
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@brijesh-amin
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brijesh-amin commented Oct 7, 2024

When someone is the Agent of other people, they get a message after submitting that says that the other agreement holders are will be notified and asked for signatures even though it goes directly to final decision (if that’s what they chose), so that’s a bit confusing.


Point 2 - might need more information, but I think that I understand. If there are two agreement holders and and agent for both, it should just say that they approved (or whatever) if there are three agreement holders and only two have an agent, then it should know that, but still say that the other agreement holder will be notified. This might be difficult but I will talk to Brij.


Brij, I am not sure that I can change the email message where it is saying that it will be asking for the other signatures?

Here are the three that I can change.


We have a generic email that goes out whenever plan status changes. MyRange does not send email asking for signatures. It is just the message that appears on the dialog box.

I can add an additional email template and modify code to send emails asking for signature or we can modify the message on the dialog box.


We can change the dialog box to be clearer. Let me look at what Taylor wrote and see what will work for us.

@brijesh-amin brijesh-amin self-assigned this Oct 7, 2024
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