Here you will find answers to Frequently Asked Questions and details of new features and updates.
DocuSign enables you to digitally sign documents that your Financial Planner sends to you via the portal. You will receive a secure message notifying you that your Financial Planner has sent you a document which requires your signature.
The first time you use DocuSign to sign a document you will need to agree to the terms and conditions and add a digital signature. You can choose an automatic signature or draw a custom one. Once the signature is adopted, it will appear on the document.
Documents you upload to the portal are not automatically shared with your Financial Planner. To share a document, select the ‘Share this document with your Adviser’ tick box when uploading, or if you have already uploaded it, press Share to the right of the file name. Your Financial Planner can view and download the document, but they cannot edit or delete it.