Updating...

Skip to main content
Charter Oak Financial Home Page
Sign In
LEAFi
  • Sign In
  • Home
  • Practice Progress
  • Knowledge Base
  • More Applications
    Skip to Knowledge Base content
    • Search Articles
    Blank
    1. Knowledge Base
    2. Technology 科技
    3. Other
    4. Docusign

    Docusign

    Tags Electronic Signature Esign

    DocuSign is a tool for collecting electronic signatures via email. MassMutual will set up multiple DocuSign accounts for each user to be used for different product lines. Users may access the accounts via the chicklet on the MassMutual Okta site or via Advisor360—Practice360—Forms tab.

     

    Resources

    • DocuSign for Life Business recording  /  DocuSign for Life Business presentation
    • MMLIS DocuSign recording  /  MMLIS DocuSign presentation
    • Compass DocuSign
    • Getting Started with DocuSign
    • Confirming and Switching Account
    • Creating Your E-Signature 
    • DocuSign Overview
    • A360 DocuSign Reference Guide
    • A360 DocuSign Cheat Sheet
    • E-Signature Tools by Product Line
    • Submitting Life & DI Post Issue Service Forms Using DocuSign
    • Life and DI Commonly Submitted Forms Eligible for DocuSign 

     

    Sign in to leave feedback
    0 reviews
    Blank Blank
    Blank Blank Print Article

    Deleting...