How To Address A Missing Signature On The Portal:
This video addresses a common issue where a customer's e-signature from the portal doesn't appear on the rep's document. The problem occurs when a rep mistakenly marks the appointment as "sold" on their tablet after the customer has already signed it, overwriting the signed version. The video demonstrates how to fix this by accessing the correct signed document version through the admin portal and explains how to prevent it from happening in the future.