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E-Signing

Overview

The purpose of the e-signing functionality is to bring together a user's DMS integration which allows for the collation and selection of documents and one of our e-signing app partners Annature or Fusesign and having all the elements in one spot.

Further to this one-stop-shop approach we have the ability to utilise the connected XPM client details to allow for a quick selection of an entity and the relevant individuals for signing, as well as being able to monitor the status of the current documents for signing via our dashboard and more specifically, who has/hasn't signed.

Jump straight to the applicable section:

 

Before you start

Requirements

To send a document for electronic signing from AccountKit you will need the following:

  • Access to an active AccountKit account
    • This subscription must utilise AccountKit's current pricing structure. See our pricing HERE.
    • The e-signing functionality is not accessible in the legacy user interface.
  • Have a subscription or account with our e-signing integration partners which have been integrated with AccountKit:
  • Have a connected document management system. See who we integrate with HERE.
    • Only PDF document types can be sent for signing.

 

Sending envelopes for e-signature

To send a document for signature via one of our e-signing app partners is super simple. Select a .pdf document from your DMS window which can be surfaced anywhere in AccountKit. For example, you can access e-signing from:

  • The DMS icon in the Quick Access Strip at streamline-icon-office-folder-1@140x140.svg on the left hand side.
  • From the shared toolbar at LINK.png in each of the windows or tools.
  • At the DMS icon (your integrated DMS) from the client list page
    • The same in the client details page.
  • From the DMS tab streamline-icon-office-folder-1@140x140.svg on the family group page.

Once you've selected the document for signature and clicked the e-sign icon streamline-icon-content-pen-write-3@140x140.svg the E-signing window will appear:

Screenshot 2-19-2024 5-28-52 PM.png

Area

Details
1
 E-sign Provider

This will be determined by the e-signing partner you have selected for your practice app stack.

2

 Client Entity

Here you can select which client entity this document is in relation to.

When you start the e-signing process from Workflow or the Client Group Page the entity selection will automatically select the entity.

3

 Document Selection

Here you can add one or more documents using the advanced DMS functionality.
4
 Recipient Selection

Recipient selection allows you to select one or more recipients to sign. Where XPM is connected the details from XPM will pull through into this section.

IMPORTANT - Please ensure the mobile phone field and the email field have current details contained. If one of the fields does not contain the right information it will not be selectable.
5
 Text Templates The green clipboard mceclip0.png allows you to insert Text Templates into your envelope which will push into Annaute/Fusesign for emailing.
6
 Notifications

This section allows you to notify users of the envelope being sent out to the client:

  • In-app will notify any selected users in AccountKit at the bell icon in the Quick Access Strip.
  • Email will send them an email.
  • Slack/Teams will notify them in the relevant instant messaging software.
7
 Client Information

At this point, you can surface key client information the the client notes within AccountKit. See People in Detail for more information.
8
 Shared Toolbar

Here you can check the history of the e-signing envelope. See the Shared Tool Bar in Practice Settings for more information.

 

  • This document (if it isn't already) is allocated to a Client Entity.
  • Select the relevant signees.
    • If you can't see a signee or they aren't selectable make sure they have a current mobile number and are associated with the entity which is being sent for signing.
  • Create an accompanying email to include with the document.

From this e-signing window, you can also notify other staff of the document being sent via:

 

The Status of your E-signing Envelope

Now that you've sent your document for signing you will want to keep track of whether it has been signed or not. To do that you don't have to leave AccountKit! We have several places where you can review your documents which have been sent for signing and how they are progressing:

The E-signing Dashboard

We've designed a dashboard where you can view every document you have out for signature and what has been signed all in one place:

To view the status of the documents out for signature head to your AccountKit dashboard. Scroll down until you find the E-Signing tile and where you have a current integration with one of our e-signing partners it will display the current documents. The dashboard will identify whether a document is in:

  • Draft
  • Out for Signature
  • Completed

As well as being able to identify the status of the document, you can also confirm who has and hasn't signed from the icons displayed below each of the document names which operates on a similar traffic light system to the above stages.

 

The Group Page

You can surface a group's documents that are out for signature, to review documents that are out for signing head to the e-signing tab streamline-icon-content-pen-write-3@140x140.svg which will surface the documents being prepared or out for signing.

 

Reviewing a sent document

After sending out a document you can review the details of what was sent and who it was sent to from within AccountKit. As part of this we've included additional fields for reference purposes.

Screenshot 3-7-2024 3-18-18 PM.png

Area

Details
1
 E-sign Provider

This will be determined by the e-signing partner you have selected for your practice app stack. You also have a quick link direct to the envelope a this icon .

2

 Signing Status

Here you can monitor the status of the envelope which has been sent:

  • Draft
  • Out for Signature
  • Completed

3

 Selected Client, Documents & Recipients

Here you can review the selections of the envelope that went out for signing, whether it's the client, the recipients and their signing status or the documents selected.
6
 Notifications

This section, which is usually selectable, is now fixed to show who and how the users were notified about this envelope being sent for signing.
8
 Shared Toolbar

Here you can check the history of the e-signing envelope. See the Shared Tool Bar in Practice Settings for more information.

 

 

Related Links

Document Management System (DMS) Learn how to connect and manage your DMS
Document Management System - Advanced Learn about the advanced DMS features.
Annature Learn more about our e-sign partner Annature.
Fusesign Learn more about our e-sign partner Fusesign.

 

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