For users of CompleteEmpire who use the Financial Planning and the Finances work modules the Fact Find when completed can be signed via DocuSign.
As the Fact Find a standard form the template has already been configured with the accounts signatory blocks and is DocuSign ready.
Once completed the Fact Find can be sent to your client to review and apply their eSignature via the DocuSign service.
You will need to have a DocuSign account. Please refer to your CompleteEmpire system administrator.
Note that Fact Find DocuSign functionality is currently enabled for Finance and Financial Planning work.
When you have satisfied yourself that the Fact Find has been completed and is ready to send to your client you are ready to start the process of sending the document to the client and linking it to the DocuSign eSignature service.
- Click [Send to DocuSign] - to send to DocuSign and signatories.
Once the signatories has signed DocuSign will send a response to your CompleteEmpire subscription and an Alert will be generated to you as the sender. Refer to The DocuSign process for details of the process and how to check the eSignature status for your document.
Example Fact Find
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