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Configuring your signing options
Configuration at the practice level
Manual signing is turned on by default, but your practice admin can configure one of our supported digital signing integrations for a smoother, seamless client experience:
Open the app’s main menu:
Click to Open HQ in your browser.
(You can also just type in advice.livepreso.com/hq or save a bookmark of this page.)You log into HQ with your Xplan account, just like in the app. However, if you’ve come to HQ via the app you’ll already be logged in.
Click Signatures from the left-hand menu.
As the page explains, manual signing is always turned on to ensure a signing option is always available.
To make a digital signing service available to your practice, tick the box next to its name:
Configuration at the user level
Depending on the service and its requirements, you and your users may have to individually complete a setup before they can actually use the service:
Open the app’s main menu:
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In the app
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Click to open User Settings.
Click Signing.
The screen will confirm if any digital signing services are connected for the user. For example, this shows that DocuSign is available but has not yet been connected by this user:
To connect the service, click the bar and then Configure DocuSign, or whatever other service name.
This will take you to a page in your browser where the specific steps will differ depending on the service’s requirements. For DocuSign:
Click Connect and log into your DocuSign account.
Once the page confirms you’re connected, you can close that page in your browser and switch back to the LivePreso app. If the user settings screen still shows that you’re not connected, just navigate to one of the other user settings tabs, then back again, to refresh the page. It should now show that you’re connected:
Finalising and sending
By the adviser
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