E-Signatures (Adobe Sign)

In the article we cover how to use esignatures in Financial Cents with Adobe Sign

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a week ago

Learn how to set up your Adobe Integration in this article.

Use Cases πŸ“•

  • Send proposals to clients

  • Send tax returns to clients for signature

  • Send other important documents for signature

  • Organize all your signed copies in one place

Why your firm needs this 🀯

  • Seamlessly request signatures from clients within Financial Cents

  • Never input contacts manually by leveraging your client database in Financial Cents

  • Automatically store the signed copy on related work & the client's profile in Financial Cents

  • Syncs with your Adobe Sign account

  • Send KBA or Password protected signatures

How to use it βš™οΈ

  1. Click into a project from the workflow dashboard

  2. Click Client tasks

  3. Click Request Signature on a client tasks

  4. Click Browse Files to upload the document

  5. Select the contacts you want to sign

  6. Click Upload to Adobe

  7. Add the Signature Fields

  8. Click Send

After the document has been sent, it will show as pending on the client task until they sign it.

Once your client signs the document, you will be notified in the app and via email. The signed copy will also automatically be attached to the client task.

It will also be stored on the Client Task Files under the client's profile.

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