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Aaron Cooper

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4 October, 2024
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Manual signing is available to all users.

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Info

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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Configuring your signing options

Step 1: Configuration at the practice level

Expand
titleDocusign

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:

  1. Open the app’s main menu:

    Image Modified

  2. Click to Open HQ in your browser.
    (You can also just type in advice.livepreso.com/hq or save a bookmark of this page.)

  3. 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.

  4. Click Signatures from the left-hand menu.

  5. As the page explains, manual signing is always turned on to ensure at least one signing option is always available.

    To make

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  1. Docusign available to your practice, tick the box next to its name:

    image-20241004-052507.pngImage Added

  2. Click Save.

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:

Expand
titleAnnature

Manual signing is turned on by default, but your practice admin can configure our Annature integration for a smoother, seamless client experience:

  1. Open the app’s main menu:

    Image Added

  2. Click to Open HQ in your browser.
    (You can also just type in advice.livepreso.com/hq or save a bookmark of this page.)

  3. 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.

  4. Click Signatures from the left-hand menu.

  5. As the page explains, manual signing is always turned on to ensure at least one signing option is always available.

    To make Annature available to your practice, tick the box next to its name:

    image-20241004-052723.pngImage Added

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  1. Click Save.

  2. A new Annature item will appear at the bottom of the left-hand menu. Click it to bring up this page:

    image-20241004-051728.pngImage Added

  3. If you have not done so already, you need to generate an Annature Organisation API key ID and Key. This is how Annature allows your account there to be connected to your LivePreso account. For instructions on how to do that in your Annature account, click the “here” link on the page.

  4. Once you have your Annature ID and Key, enter them in the page and click Save.

Step 2: Configuration at the user level

Expand
titleDocusign

  1. Open the app’s main menu:

    Image Modified

  2. Click to open User Settings.

  3. Click Signing.

  4. The screen will confirm if any digital signing services are connected for the user. For example, this shows that

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  1. Docusign is available but has not yet been connected by this user:

    image-20240827-031515.pngImage Modified

  2. To connect the Docusign service, click the bar and then Configure

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  1. Docusign.

  2. This will take you to a page in your browser

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  1. :

    image-20240827-031816.pngImage Modified

    Click Connect and log into your

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  1. Docusign account (or vice versa, depending on if you’re already logged in).

  2. 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:

    image-20240827-032247.pngImage Modified
Expand
titleAnnature

  1. Open the app’s main menu:

    Image Added

  2. Click to open User Settings.

  3. Click Signing.

  4. 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:

    image-20241004-053905.pngImage Added

  5. To connect the Annature service, click the bar and then Configure Annature.

  6. This will take you to a page in your browser:

    image-20241004-054003.pngImage Added

    Select the Annature account you want to connect from the drop-down and click Connect.

  7. 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:

    image-20241004-054251.pngImage Added

Finalising and sending presos for signing

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  1. 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.

  2. Finalise the preso:

    1. Check the appropriate boxes on the slide and optionally enter relevant text.

  3. Send for signing:

    1. Click Proceed.

    2. 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:

      image-20240827-060311.png

  4. 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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  1. When they first visit the share link, it will be clear who has been designated to finalise and send for signing:

    image-20240827-063303.png


    In this example, Cory has been designated, but Pam can still view the preso.

  2. 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.

  3. He can then finalise the preso:

    1. He will check the appropriate boxes on the slide and optionally enter relevant text.

  4. He can then send for signing:

    1. He will click Proceed.

    2. 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:

      image-20240827-060311.png

  5. 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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