How-to: Send a File – Advisor360 Express

1.0 Objective

This guide will show you how to send one-off documents for digital data collection and signature.

With Send a File, you can send basic documents digitally to collect signatures without the complexity of building a new template and workflow in Advisor360 Express.

Here are some examples:

Non-standard documents (ie, with custom fees or terms) that apply to a single client
Infrequently used documents that have not been digitized in the Advisor360 Express template library

2.0 Table of Contents

Expand for Table of Contents

1.0 Objective
2.0 Table of Contents
3.0 Intended Audience
4.0 Prerequisites
5.0 Instructions
6.0 Advanced Features
- Set an Agreement Type

3.0 Intended Audience

Any Publisher of Advisor360 Express in Workspace

4.0 Prerequisites

Publisher access rights and above

5.0 Instructions

Log into Advisor360 Express as a Publisher or Company Admin
Click Launch
Click Send a File
Upload your files by clicking Select.
Pro tip: You can also drag & drop your files into the box from your computer.
Review your files
Click Launch. Your documents will open in a new window.
Select the Blue FAB on the bottom right to add digital elements to your documents
Click Place Signature Block to add a signature block
- Select Signature Block to add one or multiple signature levels on the document.
- Add signature levels by updating the signing level field. (ie, Client (level 1) signs before Back Office (level 2)
- Include the signing date by selecting “Include Date Stamp”.
- Select Initial Signature to stamp the signer’s Initials instead of a full signature
  
  Once complete, select “Accept”.
To send, select the paper icon, add a subject line and message then select Send
Hit Summary, if there are remaining required information (*Example: Phone Number.)
Hit Send, if all the information are complete -> Then, hit Send again to Publish the transaction