AdvicePay Financial Advisor Community Blog

New Feature Release: eSignature Upgrades

February 21, 2019 By Mary Moore
Mary Moore

 

Feature Release_ eSignature Enhancements

 

Why eSignature is better than ever!

With powerful new features, getting your client and payment agreements signed (and keeping track of the process!) has become even easier.

If you already have the eSignature integration, no action is needed from your end -- you'll be able to reap the benefits of these enhancements immediately.

If you haven't added the eSignature to your account or need to upgrade to AdvicePay Professional, now you have even more reason to get started!  

Happy to serve you, 

Mary-Signature

on behalf of the AdvicePay Team


 

What's new with eSignature?

Your recipient doesn't have an AdvicePay account? No problem.

Now as long as someone has an email address, you can send them emails via the eSignature integration. Woo-hoooo! This is perfect for when you have partner clients, or if your Enterprise has specific people in the firm that all need to sign it. (We're looking at you, Compliance Officers.)


Assign Roles for Signing

It is now easier to manage who needs to sign what. You can now assign roles when sending out agreements and invoices. Assign roles like, "Client", "Partner", and "Compliance Officer." This language is fully customizable to fit your needs.

eSignature Roles

 

Signing, Contracts & Templates Pages

Contracts and templates used to live on the same screen. We’ve broken them into two separate screens now. And, we've added a new page to make sorting quicker.

The Signing Page quickly pulls all documents awaiting your signature. Click on one to take action from here.

The Contracts Page enables you to view details, download, send a reminder, or cancel the contract. You also have the ability to click into each contract to view even more details, like checking the status of who has signed and who has unsigned.

The Templates Page allows you to keep track of what documents you've uploaded into the AdvicePay system.

eSignature Contracts 1
Even More Good Stuff

Admittedly, we went a little nuts. We were on a roll. 

So, now you can also: 

  • Send multiple documents at once to all be signed.
  • If there is an unsigned contract, easily send out a reminder to anyone who still hasn't signed yet.
  • Cancel documents if you change your mind on something.
  • Check your audit log to keep track of all things eSign.

 

Questions on these eSignature features? Check out our HelpDesk.


Have you added eSignature yet?

Add the eSignature integration for just $15/month/user to your Professional or Enterprise subscription. Learn more.

Posted by Mary Moore

Mary leads the ongoing product development of AdvicePay. Since she holds a degree in Financial Planning from the University of Illinois, grew up on a farm, claims to have an inner Pioneer Woman, and now is a passionate remodeler of her 1910’s craftsman house, Mary is pretty much the perfect person to make everything-AdvicePay better. When she’s not changing the world through billing and payment solutions, Mary can be found at her favorite PureBarre class or sipping drinks in a local spot, dreaming of her one-day vacation to Bora Bora.

Topics: Feature Releases