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:
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 select 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.
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.
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. (If the template has signing order enabled, each signee will then be prompted via email when it is their turn!)
Pssst. Need help working with your template? Check out DocuSign's help articles for tips and tutorials or contact their Support team!
To notify everyone about the document, or just send a reminder to those who haven't signed yet, you will want to go to Documents and select Send Reminder for the document that needs signatures. This must take place within AdvicePay; resending via your DocuSign account will not initiate emails to signers.
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.
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.
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. Your client (and any additional signees) will receive emails guiding them to sign the document. (If the template has signing order enabled, each signee will then be prompted via email when it is their turn!)
Pssst. Need help working with your template? Check out DocuSign's help articles for tips and tutorials or contact their Support team!