DocuSign Introduction

What does DocuSign do in your dashboard?

The DocuSign integration creates significant efficiencies by helping financial professionals, their clients, and their prospects seamlessly sign documents electronically within the platform. By streamlining and automating many documentation processes, financial professionals can simplify account opening, client onboarding, and signature acquisition for a variety of service documents, whether it’s a change of beneficiary form or change of address. The DocuSign integration performs two primary functions within the application:

  • To connect your existing DocuSign Library to the application where it can be used to allow your clients and prospects the ability to directly sign all forms needed to open, transfer, and fund accounts with the custodians of your choice
  • To allow forms sent through the client vault to be electronically signed and executed by your clients and prospects

Firm admins create the business rules that direct their clients and prospects to the correct documents requiring signatures, and where those new accounts will be custodied. Let’s review some initial steps you should take before setting up the integration.

Watch this below video to learn more.

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