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4 October, 2024
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Manual signing is available to all users. |
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Note: At the time of writing only DocuSign is Docusign and Annature are supported for digital signing. However, Annature and Adobe Acrobat Sign are is in development and will be released as soon as they are it is completed. |
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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 you create a preso that includes one or more signing slides, a formal signing workflow is automatically activated, as described below.
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Configuring your signing options
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Step 1: Configuration at the practice level
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Manual signing is turned on by default, but your practice admin can configure |
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our Docusign integration for a smoother, seamless client experience:
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Manual signing is turned on by default, but your practice admin can configure our Annature integration for a smoother, seamless client experience:
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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:
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Step 2: Configuration at the user level
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Finalising and sending presos for signing
To prevent unintended double-ups or clashes, only one person can “finalise” the preso and send it for signing. This can be the adviser themselves during the meeting, or one of the clients via a shared preso.
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By the adviser
During a meeting (in Present mode), an adviser can trigger the signing process (“finalise and send for signing”):
When you get to the slide in your meeting, offer your clients whatever choices are available on the signing slide—for example, to proceed in full or with variations on the Authority to Proceed slide.
Finalise the preso:
Check the appropriate boxes on the slide and optionally enter relevant text.
Send for signing:
Click Proceed.
In the pop-up box on the slide, choose Print and Sign for manual signing, or whichever digital option you have connected and configured (as above). For example, for a practice with DocuSign Docusign enabled, the pop-up on the Authority to Proceed slide would look like this:
You will see a confirmation that the process has started. The exact message will depend on which type of signing you selected. See below for a description of the rest of the process.
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By the client(s)
If you prefer, you can let your client(s) trigger the signing process (“finalise and send for signing”):
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When they first visit the share link, it will be clear who has been designated to finalise and send for signing:
In this example, Cory has been designated, but Pam can still view the preso.When Cory gets to the signing slide, he can make whatever choices are available on the signing slide—for example, to proceed in full or with variations on the Authority to Proceed slide.
He can then finalise the preso:
He will check the appropriate boxes on the slide and optionally enter relevant text.
He can then send for signing:
He will click Proceed.
In the pop-up box on the slide, he will choose Print and Sign for manual signing, or whichever digital option you have connected and configured (as above). For example, for a practice with DocuSign Docusign enabled, the pop-up on the Authority to Proceed slide would look like this:
He will see a confirmation that the process has started. The exact message will depend on which type of signing you selected. See below for a description of the rest of the process.
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Manual signing
When the manual (Print and Sign) option is chosen—by either the adviser or the client—the following happens:
A PDF is generated on demand, and delivered by email to whomever requested it (usually only a minute or two later). That person can then print it and have it signed manually.
A “Signing request created” activity is shown for the preso on both the Activity screen and the Appointment screen for that preso. The activity also shows which signing method was chosen; in this example, it was Print and Sign:
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Checking/Setting the status of manual signing
Because manual signing happens offline, its status can’t be discerned automatically. However, you “close the loop” by marking it as complete when the manual signing has been completed:
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If the signed PDF was uploaded in step 3 above, clicking on the activity and then Details again will allow you to download the signed document at any stage in the future.
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Digital signing
When the digital signing option is chosen—by either the adviser or the client—the following happens:
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A PDF is generated on demand and sent to the relevant digital signing service.
The digital signing service (through its normal process) sends an email to the client(s) to request a signature.
A “Signing request created” activity is shown for the preso on both the Activity screen and the Appointment screen for that preso. The activity also shows which signing method was chosen; in this example, it was DocuSign:
Once the client(s) have signed via the digital signing service:
The signed document is attached to the preso.
A file note is created in Xplan, with a link to the signed document.
The “Signing request created” activity changes “Signing completed”:
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Checking the status of digital signing
Because digital signing is all automated, you can see the status at any time:
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Note: Once digital signing has been completed, the status box will reflect that but will also allow you to download the fully signed PDF.
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