video1.0<iframe src="https://www.loom.com/embed/bf339452419340eeb7396c6e4a36fff3" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/bf339452419340eeb7396c6e4a36fff3-6e046eb3d0a9f838.gif530.24In 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.