10409000
Level 4
01-20-2023
03:46 PM
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Never used dms i have always used smartvault for the last 5 years or so.. it doubled in price but its well worth it. I love the fact that i can right click on any document from within smartvault and it allows me to link up my docusign to obtain esignature within seconds. so for esignature this is the cheapest route for me vs using proseries for esignature. very happy with smartvault, the only i wished is if it allowed a section to type in notes to add notes about every phone call that would be awesome I was a insurance agent so im very used to document each calls with a activity in the system as "telephone calls" but all smartvault does it acts a storage for me and a way for me to obtain esignature.