![]() ![]() Once the PIN has been entered into the box, signees will be taken immediately to the document to sign.Įnabling a signer PIN will only apply to future documents sent. Signees will need to click on the Send SMS button to receive a SMS message via the phone number listed. Once they click on the View and Sign button in the email, they will be taken to a DocuSign screen (see example below) where they will see the phone number the PIN will be sent to. When this feature is turned on and Recipient Authentication is enabled in DocuSign, the signee will receive an email letting them know that they have a document that requires signature. Under Firm Settings > eSignature toggle Enable signer PIN to on ![]() You will be prompted to log in to DocuSign to link your account to AdvicePay:Ĭlick Accept to allow AdvicePay to create and send documents on your behalf, and obtain links for signing:Īnd that's it! Once enabled, all firm advisors with billing permissions in AdvicePay can send out templates you've added to your DocuSign account.ġ. Select that you want to turn on eSignatures on your account using DocuSign: To enable: Go to Firm Settings > eSignature and click Enable eSignature: Easily access your templates through AdvicePay and become more efficient instantly! How to EnableĪll DocuSign plans can be integrated with AdvicePay. Get Started with eSignatures: Enabling/Disabling (DocuSign) In This Article:ĪdvicePay's DocuSign integration allows you to connect your existing DocuSign account to get financial planning agreements and other documents signed as part of your payment requests or independently.
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