Does your firm utilize electronic signatures? PensionPro is partnered with DocuSign to support this functionality.
DocuSign provides support for web-based electronic signing of documents. When the integration between PensionPro and DocuSign is properly established and E-Signature Templates have been created, you can seamlessly manage and send these documents to the required signers. Plan and/or Project Files may be sent to DocuSign for electronic signature right from PensionPro. A record of the interaction is stored within PensionPro along with the status of the document for tracking!
DocuSign integration can be used with files uploaded to Distributions, Plans, Projects and Proposals. While the integration feature is intended for use with DocuSign’s Business Pro tier, lower tier levels will still be able to send documents. Please keep in mind that some functionality, such as status tracking, will not be available with the lower DocuSign tiers. If you currently don’t have DocuSign and you’re not certain you want to commit, no worries! You can sign up for a 30-day free trial and the integration will be fully functional during the trial period.
After the integration is complete, you will need to create E-Signature Templates. The template will be attached to the File before it’s sent to DocuSign. The template determines which Contact Roles will be required to sign the document, and specifies the Subject and Message used in the notification email sent by DocuSign. An E-Signature Template allows these settings to be quickly applied to every File it is attached to.
Once the E-Signature Templates are created, a File in PensionPro can be sent to DocuSign. Within DocuSign, the File can be prepped for electronic signature and then sent to any Contact Roles who are required to sign.
After the file is sent to DocuSign, a new Interaction with details of the E-Signature Document is added immediately to the associated Plan or Proposal. The Action you choose on the Send E-Signature Document window determines how the document is handled. If Send and Add or Send, Add and Archive are chosen, a signed copy of the File will automatically be added to PensionPro when all required parties have provided their signatures. If Send, Add and Archive are chosen, the original File will also be archived so that the signed copy is the only version visible by default. The signed copy will be stored in the same location as the original File.
If a Connection Key was established during the setup, PensionPro will display the current status of any E-Signature Document. This status can be viewed alongside the Interaction that was created when the File was sent to DocuSign. A Status column will be added to the Interaction view’s grid if a status exists; the status can also be viewed by double-clicking the Interaction to open it in a new Interaction tab.
If you’re looking for a solution to your electronic signature needs or are looking to improve the functionality of your current process, our DocuSign Integration could be the answer you’ve been looking for!
James Drennen
Software Support Specialist