How do I request an E-Signature?

You can efficiently send documents and report packs for electronic signing from Class. This allows your clients to sign the envelope in a more secure portal and benefit from the flexibility of additional electronic signing providers should you wish to use them. Docusign will continue to be available to use free of charge. 

The following functionality is available via electronic signing on the new portal:

• Envelopes for Class reports will be pre-tagged with the signing contact and signing area to save you time.
• Enhanced security as all clients will need to have their own access to the Client Portal with MFA.
• Keep track of progress in the Client Portal.
• Email notifications for progress.
• Signed envelope saved in Client Portal Documents upon completion.
• Access to the certificate of completion on Client Portal.

Class Single Report, Report Pack and Event Based Report (e.g. Pension Commencement Reports) can be sent for signature via Client Portal from Fund level.

Single Report

Navigate to Fund Level > Reports > Run Report

1. Search and select the report.
2. Review the parameters and settings.
3. Click on the dropdown option next to Send for Signature button.
4. Click on Client Portal.
5. Follow the prompts to be redirected to Client Portal.
   
   
   

Report Package

Navigate to Fund Level > Reports > Run Report Package

1. Search and select the report pack.
2. Review the parameters and settings.
3. Click on the dropdown option next to Send for Signature button.
4. Click on Client Portal.
5. Follow the prompts to be redirected to Client Portal.

 
 

Client Portal Request eSignatures

Once redirected to the Client Portal Request eSignatures landing page, the request can be reviewed and other customisation can be performed before sending the envelope.
 

1. The eSignature area opens. 'Related To' is the first section to configure; this is the workspace that the eSignature request belongs to.
   
   The "Related To" field could either be for an Entity or an Individual client. Type the name of the client/Entity and select from the drop-down that appears:
   
   
    
2. In the next section, choose your preferred eSignature provider. By default, the DocuSign account included with your subscription will be selected.
   
   
3. Set the recipient/s of the E-Signature request. Hover over + add recipient and a drop-down will appear allowing you to:
   
   - add a new recipient
   OR
   - add a team member
   
   
   
   Add a new recipient: Allows you to add an external party to the document package. Add their first and last name as well as email address. New signers will be added as guests into the client or entity account (with no access permissions other than to sign documents).
   
   
   
   Add a team member: Select a team member (or connection of an entity) who already exists within the client portal.
   
   
   
   NOTE: eSignatures require an email address. If you have a client without an email address, they will not populate in the drop-down. You can add a client's email by going to the 'Contact' section of the client portal and ensuring the client has an email address added.
    

4. Add the documents for signing:
   
   
   
   Clicking 'Choose document' will trigger a slide-in window that allows you to select any pre-existing document/s from that client's portal. Alternatively, you can click 'Upload file' to upload a document/s:
   
   
   
   NOTE – File upload requirements:
   Max number of files: 10
   Total of files to be sent as a package must not exceed 50MB
   Only .pdf files can be sent for signing.
   The PDF file must be non-editable
   
   Documents can either be drag and dropped into the document field, or you can select 'browse computer' to upload from your device.
   
   There's also a tickbox which allows you to notify the client that the documents have been uploaded to their portal: 

   
   
   Once uploaded, you'll be taken back to the 'Choose documents' screen; simply select the checkbox against the documents you'd like to include in the E-signature request and click 'Select' at the bottom of screen (which will take you back to the E-Signature summary screen)
   
   

5. The final section of the E-signature request allows you to set the package name (required, Set reminders (optional) and Set an expiration date (optional). 

   
   
   Add what's needed here, and then click Create and next.
   
   You'll then be redirected to your nominated E-Signature provider's platform, we've included instructions on using Annature & Docusign below. 
    

Docusign

1. The document/s will open in your Docusign dashboard for you to add signature and another other required fields: 

2. 12. Once all the signature areas are added, complete and send the envelope.

3. Once the envelope is sent from DocuSign, you will be redirected to your partner portal. A success message will populate confirming the document/s have been sent for signing: 
   
   
   
    

4.  The document will sit in your portal's E-Signature area under pending:
   
   
   
   Note: If you're using your own Docusign account (not the default Docusign included in your portal), it will also show in your Docusign pending list.