How To: Send your own document for Electronic Signature

HOW TO SEND a Document for Electronic Signature

Scenario: You have a form on your local drive that is not configured in the Advisor360 Express platform that you would like to send out for electronic signature. You can send this by using the "Send a File" Transaction Feature.

Please Follow the Steps Below:

Step 1. Select the document from your desktop. If the intention is to collect data, then the document needs to be a fillable PDF. If the document is only being used to collect e-signatures, the format can be in Word or PDF format.

Step 2. Click the Launch Button in the top left corner of your Workspace:

Step 3. Click on "Send a File" in the top right corner of the slide out panel:

Step 4. Upload file

- Choose an Access Group, if being requested

- Under the "Upload a File" -> Choose Select or Drop a file here

Step 5. Add signature block to form.

Select Blue FAB on the bottom right corner of the signing viewer. Publishers will be presented with the following options;

From top to bottom -> Choose Place Signature Block

• Date Field: Add date field
• Text Box: Add text box
• Sticky Note: Place a sticky note (equivalent to a post-it note) for your client
• Text field: Add free-form text
• Signature Block: Place a full signature Block and add an email address to assign this signature block. Publishers can add multiple e-signatures to one document (instructions below)
• Initial Signature Block: Place an initial signature block and add an email address to assign this signature block. Publishers can add multiple e-signatures to one document (instructions below)
• Signature: Add YOUR Signature

Step 6. Add a single or multiple signature levels and dates (optional). Publishers can select Signature Block to add one or multiple signature levels on the document.

Once selected, the following options are available:

1. Signing Level - Add signature levels by updating the signing level field. (ie, Client (level 1) signs before Back Office (level 2)

2. Initial Signature - Checking this checkbox will request an initial from your recipient. Leave this checkbox unchecked for a full signature.

3. Auto-Populate Date Field - This option will ensure that a date field within the form is populated automatically when the signer has completed their signature. Select from a dropdown of available date fields on the current form.

4. Include Date Stamp - Include a signing date automatically stamped below the signer’s signature.

5. Include IP Address - Include the IP Address of your signer upon signature completion if required by your compliance department.

Once complete, select “Accept”.

Step 7. To send, select the paper icon, add a subject line and message then select Send.

*Enter the mobile number, if being requested. Then, press SEND button