[Account Owner] Get Started with eSignatures: Enabling/Disabling (Adobe Acrobat Sign)

Settings that work Specifically with AdvicePay and Adobe Sign

When signing up users can integrate with a Sandbox or Production account in AdvicePay’s non-production environments (Demo or otherwise). Customers who integrate with an Adobe sandbox account are required to provide their application ID + secret. Instructions can be found in AdvicePay’s help desk article: AdvicePay[Account Owner] Enabling Adobe Acrobat Sign on Demo Server, otherwise, just use Production.

When creating templates with an optional signer, instead of one required. The word (optional) with parenthesis needs to be in the recipient’s label for AdvicePay to recognize this and the Required box needs to be deselected.

How to Enable

Go to Firm Settings > eSignature and click Enable eSignature. 

Select that you want to turn on eSignatures on your account using Adobe Acrobat Sign by clicking Select:

You will be prompted to log in to Adobe Acrobat Sign to link your existing account to AdvicePay:

Click Allow Access for AdvicePay to create and send documents on your behalf, and obtain links for signing:

And that's it! Once enabled, all firm advisors with billing permissions in AdvicePay can send out templates you've added to your Adobe Acrobat Sign account. Templates will need to be added within the account and Resynchronized once changes are made to any template.

Resynchronize using the button in Firm Settings, E-signature, Synchronize Templates button.

Which offices will have access to eSignature?

This setting allows the firm to choose which Offices they would like to grant access to their signature documents. This also allows offices to use certain workflows with engagements and signature that can differ from others under the same firm.

The options will allow All, Some, ( Select option by clicking the box to see available offices to add, they will highlight, click them to select each), or None.

The example below shows the office Blue Horizon Wealth Partners as an office to select:

Adobe Acrobat Sign Authorization

If for any reason the connection with your linked Adobe Acrobat Sign account breaks, you can easily re-link the integration by navigating to Firm Settings, ESignature,  Adobe Acrobat Sign Authorization, and clicking  Reconnect.

Synchronize Templates

If changes were made inside of Adobe Acrobat Sign, you should always re-connect and use the Synchronize templates to ensure all new changes are reflected through to show in AdvicePay before sending out documents. Simply click on the button to ensure those are updated and you can then send out documents as needed.

Show the names of the available prefill fields

We now show the Adobe Acrobat Sign pre-filled fields that are available for auto-populating fields on your templates. To view them, simply click on the button that says: Show Prefill Fields button:

When clicked it will show a review of the fields:

Enable Signer Pin

Under  Firm Settings > eSignature toggle Enable signer PIN to" on"(green):

When this feature is turned on, once they click on the View and Sign button in the email, they will be taken to an Adobe Acrobat Sign screen. Signees will need to click on the button to receive a code via email or SMS message via the phone number listed on the document (mobile phone or other authentication method). Once the PIN has been entered into the box, signees will be taken immediately to the document to sign.

Enable Primary Agreement Changes

This setting will allow the Home Office to control whether or not to allow advisors in the firm to send out another document when edits are performed on subscriptions. Depending on your firm, you may or may not want to allow an additional document to be sent out.

Create Signers

By default, all advisors on the account are permitted to manually enter any email address for signers.

To disable this setting so that advisors can only select AdvicePay users as signers(none outside), toggle Allow advisors to manually create signers to off.

If disabled, when sending documents advisors must select existing AdvicePay users as a signer recipient. If desired, the email address itself can still be edited to override their standard account email for that particular document.