The Signing Process - Registration-less Signing for your End Users – Advisor360 Express

Objective

The following resources and below question/answer format is designed to help all Advisor360 Express clients understand the enhanced signing experience functionality as well as support their end-clients in completing document packages launched from Advisor360 Express.

Steps:

1.) Go to your Inbox, and find the email sent by your Publisher/Advisor.

Example:

2.) Inside the email, click "View Document" or the filename (with hyperlink).

*note: If the link does not work, you can copy the URL of the document, and paste it to your desired internet browser.

3.) Inside, you'll be asked to enter the Two-Factor Authentication code (or Access Code).

*If you are having trouble to get your Access Code, request your advisor to generate an Access Code for you -> then Choose "I have a code".

4.) Click the Orange Arrow/Navigator (Start, Fill, Next Action, Sign), and enter any required fields.

*If there is no any remaining required fields, you will be redirected to your signature blocks.

5.) In the Signature Details, press "ACCEPT" button. To completely save all your changes and signatures, make sure to press the "Save and Send" button.

Supporting Documentation

Q&A

General Questions

Why did we transition to a Registration-Less signing experience?

The decision to go registration-less and to incorporate other enhancements into the new signing experience was based on consensus client feedback and is in line with the latest global standards of digital signing. As part of the validation process, the new experience has undergone legal opinions and extensive technical validation.

The new experience is designed to be more intuitive and convenient for end-client recipients.

Is this going to take effect for all types of roles?

No. This is meant for user level role, and will take effect to an account that haven't been registered in our system (new signer). If an account has a Publisher or Company Admin role, Registration-Less will NOT take effect to their account, and still be required to enter their password to sign a document. To learn more about the roles, see How To: Add, Edit, & Delete Users

Is a digital signature without registration legal?

Yes, the Advisor360 Express signing experience still meets all criteria for a legal digital signature. A user registration is not mandatory for the legality of the signature.

Are there any compliance or security risks associated with the enhanced signing experience?

The enhanced signing experience meets all legal and Advisor360 Express compliance requirements (incl. SOC 2, PCI compliance) as well as global standards for digital signing. However, given the sensitive nature of our client’s business, we do recommend that you communicate the changes with your compliance department to obtain their approval.

What if the signer spelled their name incorrectly?

If you rewind, the user can fix their name and sign again. If the user signs with the wrong name they cannot fix it after clicking save and send. If they close the agreement before clicking ‘save and send’, they can fix the typo if they load it again from the email link.

[1] For the purpose of this documentation, “clients” refer to companies licensed directly with Advisor360 and their registered users. “End-clients” refers to any recipient of a document package launched from Advisor360 Express application.