Learn how to set up your Adobe Integration in this article.
Use Cases 📕
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 ⚙️
Click into a project from the workflow dashboard
Click Client tasks
Click Request Signature on a client tasks
Click Browse Files to upload the document
Select the contacts you want to sign
Click Upload to Adobe
Add the Signature Fields
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.
