Can I collect electronic signatures during a CrankWheel meeting?

We currently support a single form type which is for insurange agents or brokers to gather consent and an attestation of accuracy from their clients. If this is of interest for you, you use it as follows:
  1. Enable it at the bottom of your user options page ( by indicating that you are an agent or broker and filling in the details that appear;
  2. Use the text message method to get a single viewer joined to your session;
    Click the "CMS consent form" button that appears as one of your meeting actions in your
  3. CrankWheel pop-up, and follow the instructions. You and your client will both get a copy of the contract by email once it is signed.

It's good to test this once to your own phone to get a feel for what the experience is like for your client.


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