How to Sign Documents
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How to sign a document
If it has a payment request attached and you're the last signature needed on the contract, you'll be immediately guided to set up your payment after signing.
When you first receive a document, you can click on the link in the email to sign and pay right away
The email link is similar to this:
One clicked it will direct you to areas that need to be completed. Once completed if there is a payment request, please wait on this screen below, it takes a few seconds to load the document depending on how large it is.
Thereafter, the page will show this screen:
When you click download document it will download the document, if you click pay invoice you will be directed to make a payment like the screen below:
Alternatively, you can find documents from inside of your client payment portal.
To find the document, please go to the Document Vault > Documents in your sidebar and clicking Sign Document.
Here is where to look in your client payment portal account once logged into AdvicePay:
Not the last signee? While invoices and subscriptions are unable to be paid until all signatures have been obtained, once everyone signs the document you'll receive a helpful email letting you know that the invoice is ready to be paid!
Frequently Asked Questions
My partner/spouse is a signee on the document, too. How do they sign?
When your advisor sends out the document, an email will be sent to your partner/spouse allowing them to click a link and quickly go through the same signing process as illustrated in video #1 above. (They don't need an AdvicePay account or login!) Depending on whether your advisor has established a specific signing order for the document, this email with their unique signing link may not be sent until certain signees sign first. We'll email them when it's their turn!
If your spouse/partner has an existing user login on your account and the contract is sent to that account, they can sign without logging in or sign by logging into their account portal and following video #2 above.
Can I download documents and see the status of the signatures?
You bet! All contract information can be found by finding the contract on the Dashboard or at Document Vault > Documents and clicking View Details:
To download a document for your records, click Download:
Can I upload documents to send to my Advisor?
At this time, we do not have the ability to upload documents to send to Advisors. I'm sorry about that! Our system is only designed to sign documents that are sent to you by your Advisor.