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, Demo2 Broker is the admin  Viewing As the broker, YachtCloser Demo.  

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

Select the appropriate recipient(s) and then select the Send Invites button.

The Send Email From pop-up will appear. You can choose to send the eSign or Email in the name of the broker or in your name as the Admin.

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