![]() Managing eSignature Permissions + Enable Signer PINsīy default all advisors with billing permissions on your account can send out their own eSignature templates to clients. It is a standalone "account" only available in AdvicePay! Please note that our Dropbox Sign integration does not connect or link to any existing Dropbox Sign accounts you may have set up outside AdvicePay. Select that you want to turn on eSignatures on your account using Dropbox Sign: To enable: Go to Firm Settings > eSignature and click Enable eSignature. □ Watch this video demo on how to use eSignature How to Enable Easily upload your templates and become more efficient instantly! ![]() Get Started with eSignatures: Enabling/Disabling and Creating Templates (Dropbox Sign) In This Article:ĪdvicePay offers built-in eSignature functionality through a partnership with Dropbox Sign to allow you to get financial planning agreements and other documents signed as part of your payment requests or independently.
0 Comments
Leave a Reply. |