How to Send an Email or Esign Addressed From the Admin when "Viewing As" (for Admins only)

When an admin uses Viewing As and uses the Email or Esign options on the Documents page, the admin has the option to send the email addressed from the broker or from the admin.

As you can see in the example displayed below, John Test is the admin Viewing As the broker, YachtCloser Demo.

From the Documents page, click the ESign or Email button.

Select the appropriate recipient(s). 

1. Choose who to send the Email From: the Broker or the Admin.

2. Choose whether to send the invite directly to the client or send a proxy invite to their broker.

3. Select the Send Invites button.