How to Send Documents Out for Signature (HelloSign)

In This Article:

Sending a document for signature can be done by bundling it with a payment request, or sending it by itself.

To send the document with a payment request (invoice/subscription):

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 Send Document > Send  with payment request.

2. Fill out the invoice information as normal. Under  Document Template, click the drop down menu and select your desired document.

2a. If your template requires additional signees,  manually enter their name + email address or 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.

2b. To remove a role that isn't necessary at this time, click the  X button next to their listing.

2c. To require signees to sign in a particular order, toggle  Enable signing order to  on.

Tip: If the document in use has a signing order that was set at the template level, the toggle will already be set to  on and the correct order will be displayed automatically!

Click and drag the entries to move them to first/middle/last in line:

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.  Send the invoice by selecting 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!

Tip: When a document is attached to a payment request, the invoice cannot be paid until the document is successfully signed by all signees.  If you did not elect " Send via email through AdvicePay ," signees will not be notified that there is a document to sign. To notify everyone about the document, you will want to go to  Documents and select  Send Reminder for the document that needs signatures.

๐Ÿ‘‰ Read more about how emails work with eSign documents!

To send a standalone document:

1. From your  Documents page, click  Send Document > Send  without payment request.

2. Select the  Document name, enable a forced signing order if desired, fill out the details for signees, and ( optional) add a custom message in the email to the signees. Note that you can also remove any unnecessary roles at this time by clicking the X button!

We will automatically pull in the name + email information for yourself and any firm users on your AdvicePay account so that you can add them as a signee. This includes 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. Signatures will take place within your individual accounts by visiting the  Signatures page (only visible when you have documents to sign).

If a signee does  not have an AdvicePay account, select Manually Enter Details from the drop down, enter their full name, and enter their email address so that they can receive an email with a link to sign the document independently. Documents can be sent to anyone outside of AdvicePay.

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.

3. Click  Send Document. Signees will receive emails guiding them to sign the document.

๐Ÿ‘‰ Read more about how emails work with eSign documents!

โ—๏ธDoes your client or their partner/spouse need help signing? Here's an article you can send to them that will help them through it!

Still need help? Contact Us Contact Us