{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/bf339452419340eeb7396c6e4a36fff3\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/bf339452419340eeb7396c6e4a36fff3-6e046eb3d0a9f838.gif","duration":530.24,"title":"Agency Zoom Service Center Missing Documents Pipeline Admin Steps to Complete 🎥","description":"In this training video, I guide admins and agency owners through setting up service categories and stages in the missing documents pipeline. I explain the importance of customizing service categories to fit your agency's needs and demonstrate how placeholders enhance client-specific templates. Additionally, I detail the setup of carrier and agency e-sign stages, emphasizing the need for correct self-service links for efficient document completion. Action required: Customize service categories, set up stages, and ensure correct eSign system references in templates."}