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

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

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

  1. Go to 'Setup' and then 'Settings' in the main left menu.
  2. Click 'Case Managers' in the left menu.

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

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

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