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INSZoom - Set a Case Manager/Attorney to Sign Legal Documents/Forms

Set a Case Manager/Attorney to Sign Legal Documents/Forms

Here's how you can set an INSZoom user as 'Signatory' for documents and forms.

 

First, head to 'Setup' and then 'Settings' in the main left menu. Click 'Case Managers' in the left menu:

Select the case manager you want to edit and then click 'Edit' for 'Case Manager Info':

 

Change the drop-down for 'Sign Legal Documents' to 'Yes':

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