April 2017 Newsletter: Oranj-DocuSign Integration

 

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Our New Integration With DocuSign

The DocuSign integration creates huge advantages for advisers who want to grow their business through convenient and scalable account opening options, client onboarding, and when signatures are needed for service documents whether it's a change of beneficiary form or change of address. With this integration, your clients and prospects can conduct business with you without the requirement of leaving the Oranj application or interrupting their busy lives and having to stop by your office just to sign paperwork.

The DocuSign integration 
connects your existing DocuSign Library to the Oranj application where it can be used in the following areas of the application: 
  • To allow your clients and prospective clients 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. 
Watch the below video to see the integration in action.  

  


Get Started Today! 
Setup is as simple as entering your DocuSign credentials. Click here to watch integration overview videos and to access an instructional guide on how to setup the integration. 
 


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