How to Sign Documents

How to sign a contract and pay starting in your email

Watch this quick video to see how to sign a document attached to a payment request and proceed to payment when you receive an email notice from your advisor!

How to sign a contract starting in AdvicePay

When logged into your AdvicePay account you can sign a contract awaiting your signature from your Dashboard or by visiting Document Vault > Contracts in your sidebar and clicking Sign Contract:

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:

Not the last signee? While invoices and subscriptions are unable to be paid until all signatures have been obtained, once everyone signs the contract 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 contract, too. How do they sign?

When your advisor sends out the contract, 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 contract, 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 by logging into their account portal and following video #2 above.

Can I download contracts 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 > Contracts and clicking View Details:

To download a contract for your records, click Download:

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