[Advisor] Get Started with eSignatures: Enabling/Disabling (DocuSign)

Please Note - If your Enterprise firm ("Home Office") requires advisors to independently pay for their AdvicePay access directly through AdvicePay, DocuSign is currently unavailable.

In This Article:

AdvicePay'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. Easily access your templates through AdvicePay and become more efficient instantly!

eSignature access is enabled or disabled by the Enterprise firm's primary account (your broker dealer or "home office) unless you are set up to pay for your AdvicePay account directly through the app.

How to Enable

To enable if you are paying for AdvicePay directly: Go to Firm Settings > eSignature and click Enable eSignature. Confirm that you want to turn on eSignatures on your account using DocuSign.

You will be prompted to log in to DocuSign to link your account to AdvicePay!

Enable Signer SMS Authentication

Your Enterprise firm is required to turn Signer SMS Authentication on.

1. Under  Firm Settings > eSignature toggle Enable signer SMS authentication to on

2. Click  Save

When this feature is turned on, the signee will receive an email letting them know that they have a document that requires signature. 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. Signees will need to click on the "Send SMS" button to receive a SMS message via the phone number listed. Once the PIN has been entered into the box, signees will be taken immediately to the document to sign.

Enabling a signer SMS authentication will only apply to future documents sent. 😀 Any existing documents already sent out for signature at the time of modifying this setting will not require signers to enter a PIN.

Important Notes:

  • Once Advisors add phone numbers to the client's profile under the Clients tab, AdvicePay will auto-populate the phone number when Advisors go to send the document.
  • When sending a document, Advisors will see the requirement to enter in a phone number (if there is not one already auto-populated from the attribute in the client's profile).
🎉  New feature alert: Home Office and Advisors now have the ability to edit a phone number or email address on an already sent document (as long as that signer has not completed their portion). If a phone number or email address was added incorrectly and the signer has completed their portion, the document would need to be canceled and re-sent.  Note that changing the email address and/or phone number on a document does NOT change the signer’s profile in AdvicePay. It is only relevant for that particular document’s routing.

To edit a phone number or email address on an already sent document, navigate to the Document tab in the left main menu, open the drop-down menu next to the document and choose Edit Document. A pop-up window will appear where you can edit the email address and/or phone number for signers who have not completed their portion. If they have already signed, their information will be greyed out and unavailable for change.

Important: Once edits have been made to an email address and/or phone number on an already sent document, a reminder email will need to be sent to trigger a new message to your client with the corrected information. To send a document reminder, you will want to go to Documents and select Send Reminder for the document that needs to be resent.

How to Enable SMS Authentication to view signed DocuSign documents:

  1. Ensure Signer SMS Authentication is enabled as shown above.
  2. Navigate to your DocuSign Authentication Settings (Security Settings > Authentication Settings) and enable your Recipient Authentication Triggers to Every time a recipient accesses an envelope. This setting ensures that every time the signed document is viewed, it will require SMS authentication.

Note: This feature disables the normal download functionality and replaces it with a "View Document" option (requiring SMS Authentication) that is available after signing. Also, only signers required on the document will have the "View Document" option under the Documents tab in their AdvicePay portal.

How to Disable eSignature

To disable if you are paying for AdvicePay independently: Visit Firm Settings > Billing and toggle Enable eSignature to off. Then confirm that you want to disable!

This will remove the ability to attach documents with payment requests. If you had open documents out for signature, signing will no longer be required before a client makes a payment.

If you have signed or voided documents, they will still be viewable!

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