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 and wanting a signer to be optional instead of required, the word and parenthesis need to be used as (optional) in the recipient’s label for AdvicePay to recognize this

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How to Enable

Go to Firm Settings > eSignature (tab):

Next, click and toggle Enable eSignature:

Select that you want to turn on eSignatures on your account using Adobe Acrobat Sign (far right) 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:

Once enabled, all firm advisors with billing permissions in AdvicePay can send out templates you've added to your Adobe Acrobat Sign account. 

Adobe Acrobat Sign Authorization

If the connection with your linked Adobe Acrobat Sign account were to break, you can easily reestablish the integration by navigating to 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 button. This ensures all new changes are reflected and shown in AdvicePay before sending out documents. Click on the button to ensure those are updated in AdvicePay.

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, 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 you click on the View and Sign button in the email, the signer will be taken to an Adobe Acrobat Sign screen. Signees will then need to click on the button in the email to receive a code or an 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 the signer.

To disable this setting so that advisors can only select AdvicePay users as signers, 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.