How to Send Documents Out for Signature (Dropbox Sign)
In This Article:
Sending a document for signature can be done by bundling it with a payment request, or sending it by itself.
See quick overview video:
To send the document with a payment request:
We recommend this method for easily and efficiently moving your prospects or clients on to a payment after everyone has signed the document! Once the document is complete your client will be instantly notified of the invoice and/or subscription and have the ability to make payment (without any additional work needed by you).
It is also ideal for automatically pulling in invoice/subscription data on the document itself if you've taken advantage of setting up auto-filled fields.
To get started:
1. Add any document template while setting up an invoice request, or from your Documents page, click Create New.
2. Select the Client and click Add eSign Document
3. Under eSign Document, click the drop down menu and select your desired document template.
3a. If your template requires additional signees, select their name from the drop down menu (available for any account user for your firm, including additional login users that clients have added to their own accounts).
- If you have a role name with any variation of the word "client" in it, only clients and their login users will display in the drop down.
- If you have a role name with "advisor" in it, only advisors and admins on your account will display in the drop down.
Or, manually enter the signee's name + email address if they are not a user that has been added to AdvicePay! Documents can be sent to anyone outside of AdvicePay.
3b. To remove a role that isn't necessary at this time, click the X button next to their listing.
3c. To require signees to sign in a particular order, toggle Enable signing order to on.
Click and drag the entries to move them to first/middle/last in line if needed:
When signing order is enabled, each signee will then be prompted via email when it is their turn to sign the document!
To receive a notification email each time a signee completes their signature, as well as a notice when all signatures have been obtained, go to Account Settings > Emails & Notifications > Advisor Notifications and toggle Document Signed to on.
4. Proceed by selecting Attach Invoice and filling out the invoice/subscription information as normal.
When finished, select Finish > Send via email through AdvicePay. Your client (and any additional signees) will receive emails guiding them to sign the document. Once the document is signed by all signees, the client will be notified to make their payment!
To send a standalone document:
1. From your Documents page, click Create New.
2. Select the Client and click Add eSign Document
3. Under eSign Document, click the drop down menu and select your desired document template.
3a. If your template requires additional signees, select their name from the drop down menu (available for any account user for your firm, including additional login users that clients have added to their own accounts).
- If you have a role name with any variation of the word "client" in it, only clients and their login users will display in the drop down.
- If you have a role name with "advisor" in it, only advisors and admins on your account will display in the drop down.
Or, manually enter the signee's name + email address if they are not a user that has been added to AdvicePay! Documents can be sent to anyone outside of AdvicePay.
3b. To remove a role that isn't necessary at this time, click the X button next to their listing.
3c. To require signees to sign in a particular order, toggle Enable signing order to on.
Click and drag the entries to move them to first/middle/last in line if needed:
When signing order is enabled, each signee will then be prompted via email when it is their turn to sign the document!
To receive a notification email each time a signee completes their signature, as well as a notice when all signatures have been obtained, go to Account Settings > Emails & Notifications > Advisor Notifications and toggle Document Signed to on.
4. Proceed by selecting Skip Invoice.
5. On the final review screen, select Send Document. Signees will receive emails guiding them to sign the document. If signing order is enabled, each signee will then be prompted via email when it is their turn to sign the document!
To receive a notification email each time a signee completes their signature, as well as a notice when all signatures have been obtained, go to Account Settings > Emails & Notifications > Advisor Notifications and toggle Document Signed to on.
👉 Read more about how emails work with eSign documents!