Worksorted is now fully integrated with DocuSign, a popular e-signature tool you might already be familiar with and using in your practice. The end-to-end integration will allow you to send documents to clients via Worksorted which can be signed by your clients using e-signature functionality. The ability for clients to receive and sign documents digitally will allow you to issue documents such as Opt-In with a signed copy being saved against a client's Worksorted profile upon completion. This integration will save a significant amount of time and friction for clients who may have previously been required to print, sign and then email documents to their primary adviser, they can now instantly sign common advice and compliance documents straight from the email they receive from Worksorted.
Setup process
Already using DocuSign?
If you are already using DocuSign, you can simply continue using your current account while incorporating the use of DocuSign in your Worksorted profile. To setup the integration simply navigate to 'Admin | My profile | Default settings | Integrated applications | DocuSign'. You can then select 'Use my DocuSign account' and click 'authorise'. You will then be re-directed to the DocuSign login page for verification. Once you have logged in via DocuSign you will have complete the setup for your DocuSign integration.
New to DocuSign?
If you are new to DocuSign you can commence utilising e-signatures instantly after turning the functionality on. Simply navigate to 'Admin | My profile | Default settings | Integrated applications | DocuSign'. You can then select 'Use Worksorted DocuSign account' to complete your setup.
E-signature for Opt-In
Once you have created a client's Opt In, you can then navigate to the 'Opt in forms awaiting response' table and issue the document with e-signature functionality available to the client. To issue the Opt-in with e-signature functionality, simply click the pencil icon (as seen below) and confirm the client's email address prior to issuing. Once the client has signed the document using e-signature, the pencil icon on the Opt-In management page will turn green, you will also be notified via email that the document has been signed. Once you have received the signed Opt-In and you have verified the document has been signed correctly you can sort the Opt-In as complete.
DocuSign log
You can view a list of all e-signature documents sent through Worksorted by navigating to 'Clients | E-Signed Documents'. This log will provide an audit trail displaying which clients were sent e-Signature documents, the email address it was sent to and the time at which it was sent. You can also download a copy of the document for reference purposes if required.
