How to Send Documents Out for Signature (DocuSign)

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). 

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.

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. 

 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!

Tip: Signing order is set when creating a template within DocuSign. If the template in use has a signing order, the correct order will be displayed automatically! Each signing role should be defined in the DocuSign template, but we do recommend leaving the Name and Email section blank on the DocuSign template so you will be able to select the correct signee from the AdvicePay drop down. 

Each signee will then be prompted via email when it is their turn to sign the document! 

To receive a notification email from AdvicePay 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.  Send the invoice by selecting Finish > Send via email through AdvicePay > Send Now. Your client (and any additional signees) will receive emails guiding them to sign the document. 

To make edits to the template or fill out custom information first, select  Send via email through AdvicePay >  Edit & Send Document. You will be taken to the DocuSign editing screen where you can make changes/enter information before sending.

Pssst. Need help working with your template? Check out DocuSign's help articles for tips and tutorials or contact their Support team!

Once the document is signed by all signees, the client will be notified to make their payment!

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 selected Publish without sending email > Publish Invoice/Edit Document & Publish,  signees will not be notified that there is a document to sign. 

To notify everyone about the document or otherwise send a reminder later, go to  Documents and select  Send Reminder for the document that needs signatures. Please note that this must take place within AdvicePay; resending via your DocuSign account will not initiate emails to signees. 👍

👉 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, fill out the details for signees, and (optional) add a custom message in the email to the signees.

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. 

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. 

Tip: Signing order is set when creating a template within DocuSign. If the template in use has a signing order, the correct order will be displayed automatically! Each signing role should be defined in the DocuSign template, but we do recommend leaving the  Name and  Email section blank on the DocuSign template so you will be able to select the correct signee from the AdvicePay drop down. 

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.

To make edits to the template or fill out custom information first, select Edit & Send Document. You will be taken to the DocuSign editing screen where you can make changes/enter information before sending.

Pssst. Need help working with your template? Check out DocuSign's help articles for tips and tutorials or contact their Support team!
To send a reminder to signees about the document later, go to  Documents and select  Send Reminder for the document that needs signatures. Please note that this must take place within AdvicePay; resending via your DocuSign account will not initiate emails to signers. 👍

👉 Read more about how emails work with eSign documents!

Still need help? Contact Us Contact Us