(APP) P2 - No longer active!

Owned by Wendy Jean
Last updated: Jun 28, 2023

Note: This feature is being phased out and replaced by the NEW P2 Conversations.

use this link to access the new version called P2 Conversations

 

 

Remotely and digitally transact ALL phases of business within ONE encrypted container/session

  • Push Data/Docs

  • Pull Data/Docs

  • Chat – real time with your customers

  • E-Sign (DocuSign) or (Adobe Sign)

*Not supported by Internet Explorer

*When resending Notification links to recipients, ALL recipients within that container will receive a link (at this time you can not select individual recipients to receive new notifications)

Click here for Video

ADDITIONAL LINKS

P2 Container view

P2 Set/Change Default Expire

Is my Teams P2 enabled?

Add Recipient to Live Session

Remove Recipient from Live Session

P2  updates:  Botdoc can now sync your P1 white-label configurations to your P2 containers.  This includes:

  • Logo

  • background color

  • profile photos

  • email templates including custom email templates

  • Disclaimer message

  • SMTP configurations (SPF configurations not included)