Last updated 27 August, 2024
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Manual signing is available to all users. |
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Digital signing is available to all users who have connected and configured one of our supported digital signing integrations. |
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Note: At the time of writing only DocuSign is supported for digital signing. However, Annature and Adobe Acrobat Sign are in development and will be released as soon as they are completed. |
Overview
A “signing slide”—like the Authority to Proceed slide included at the time of release—is one that has been designed specifically for clients to sign off, either manually or digitally.
When a preso you create includes one or more signing slides, a formal signing workflow is automatically activated, as described below.
Configuring your signing options
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:
In the app
Configuring
Finalising and sending
By the adviser
By the clients
Manual
Digital
Preso status