DocuSign is now fully integrated with AdviserLogic’s Document Vault, giving you a smoother, faster way to get documents digitally signed. With signed files automatically saved to the client record, there’s no need for double-handling or manual uploads. This new workflow enhances efficiency, minimises friction, and ensures that your clients' documents are securely managed in a single, centralised location.

We’ve also moved to flexible pay-per-use billing, which means you only pay for the signatures you use, helping you control costs, while offering your clients a professional and secure signing experience.

DocuSign offers lower cost per use, better Document Vault integration, more field and recipient options, and a modern client experience with AI assistance.

You can access DocuSign via the Document Vault from any client record:
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From a client record, navigate to the Document Vault tab.

You will still see the send for signature option at the top right of the Document Vault window.

You will also see the option when hovering over the three-dot menu on a document row. Except now the signature will collected via DocuSign after an initial simple setup.

Follow the instructions below to get started.

To use DocuSign, you'll first need to complete a one-time registration.

In the Document Vault, select or upload a document, then click Send for Signature .

If you're not yet registered, you’ll see a message prompting you to create your DocuSign account.

You will receive a confirmation dialogue prompting you to check your email inbox.

Check your inbox for an email from DocuSign, and click the verification link.

A confirmation page will load. Select Create Account to navigate to the next step.

Enter your Password, then select Log in

Once verified, return to AdviserLogic and click Authenticate User to complete the integration.

A confirmation prompt will open requesting access to AdviserLogic, re-enter the previously saved email, and select Next.

Enter your previously saved password, then select Log in

You will navigate to the final confirmation dialogue. Select Allow Access to connect your AdviserLogic account

Once you see the confirmation message, you may close the dialogue window and proceed to use DocuSign within AdviserLogic.

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Once authenticated, select any file in the Document Vault and choose Send for Signature.

To send multiple documents, you can select them and use the Send for Signature button at the top of the screen.

For individual items, you can choose the send for signature option from the three dots menu at the end of the document row.

A configuration window will open with pre-filled recipient information from the client's Fact Find.

Here, you can adjust recipients, customise your message, and use advanced options like reminders and expiry dates.

To adjust the recipient, select the drop-down next to the client name in the top middle of the window, then select Edit Recipients.

The Edit Recipients window will show the client's name and email address as taken from Fact Find. Beneath this information, you can set the action required:

You can choose from:

To add or change the recipient, select the Add Recipient button at the bottom of the Edit Recipient window.

An additional section will open where you can add the Name and email address of additional recipients.

You can customise how a new recipient interacts with the document by setting an access code or adding a private message using the Customise option at the top right of the section.

You can then define the action required by each additional recipient by selecting from the Needs to Sign dropdown options.

You can continue adding recipients in this way. Once you have added all necessary recipients, select Done from the bottom left of the Edit Recipients window.

Once you have added your recipients, you can set up the document for each recipient by selecting the recipient drop the drop-down at the top centre of the DocuSign window and dragging the requisite fields into the document.

The fields for each recipient will mirror the coloured circle in front of their name, making it easy to see which fields belong to which signer at a glance.

You can drag and drop the fields to the location in the document you want the, to appear each field has additional options that will show on the left of the DocuSign window for further customisation.

You can send more than one document for signing at the same time. To do this, select multiple files in the Document Vault, then choose Send for Signature from the top of the window.

All selected files will be included within a single envelope.

In DocuSign, an envelope is the digital container that holds your documents, recipient information, and signing instructions. Think of it as a secure package, everything needed for the signing process travels together in one envelope.

Recipients receive one email notification and complete all documents inside that envelope in a single signing session.

Clients receive an email from you to review and sign a document.

Selecting the Review Document button within the email will open a new window.

This confirmation window allows your client to agree to use Electronic Records and Signatures.

This screen includes a downloadable/printable disclaimer link outlining the disclosure and consent surrounding the digital signing of documents via DocuSign with your practice.

Once the client agrees to the conditions they will navigate to the signing page. The document displays in the centre of the screen.

Required actions (e.g., signature, initials, date, text fields) are highlighted with tags such as Sign or Initial.

Additionally the client has access to an AI function that allows them to see a summary of the documents contents or main outcome expected from the document.

A Start button appears on the left side of the screen.

Selecting this button takes the client to the first field that requires their attention.

From the top right of the window, the recipient can access additional options to:

AdviserLogic updates the document’s status in real time, reflecting changes such as Out for Signature, Signed, Declined or Cancelled.

You’ll also receive an email notification each time recipient’s view, sign, or take an action on the document.

Once a document has been fully signed, its Status will show as Signed in the Document Vault. Signed items can be expanded to reveal multiple versions of the file.

Select the small arrow icon next to the document title.

The row will expand to show the different versions:

To download, simply use the download icon on the right-hand side of the file row.

This allows you to keep both the original and signed copies, ensuring your records are always complete and compliant.

With DocuSign, your clients can review and sign documents wherever they are. This flexibility helps you finalise agreements faster and with less friction. Opening the request for signature takes them directly into the mobile-friendly signing experience, with clear prompts guiding them through each step.

Clients receive the same secure email notification on their phone or tablet as they would on a desktop.

Opening this email will display a message from you with a large purple Review Document button.

Selecting Review Document opens the signing session directly in their mobile browser or the DocuSign app.

When they tap Review Document, the DocuSign window will open in their mobile browser.

Before proceeding, the client will be prompted to review and accept the Electronic Records and Signatures Disclosure. They confirm this by checking the consent box and selecting Continue.

Next, DocuSign will offer a Mobile-Friendly View, which adapts the document for easier reading on smaller screens.

Clients can toggle this on or off at any time, switching between the reflowed mobile view and the original document layout.

Once the document is open, the client can tap Next to be guided through each required field.

DocuSign highlights exactly where they need to sign, initial, or enter information. If they remain in the original layout, they will see purple Sign tags that can be tapped to apply their signature.

When prompted to sign, clients can either choose a pre-formatted signature style, draw their own directly on their device, or upload an image of their signature.

When all required actions are complete, the client selects Finish at the top right.

A confirmation screen appears, and an email copy of the signed document is automatically sent to them for their records.

Once the client selects Finish, they will see a confirmation screen showing the signing process is complete.

The timeline confirms that the document was received, signed, and that you as the sender have been notified.

A completed copy is sent to all parties automatically, and the client has the option to Save a Copy for their own records.

Within the Document Vault, you’ll see clear status indicators for each file:

Use the three-dot menu to preview, download files, cancel a signature request, or access audit reports.

Once signed, both the signed and original versions are available for download.

Selecting Download Audit report downloads a PDF to your personal drive showing the document events.

AdviserLogic now uses a pay-per-use model for DocuSign. Your monthly billing reflects actual usage across your practice, so you only pay for the credits you’ve used.

You can access this via Tools > Adviser Tools > Digital Signature > Digital Signature Account .

This screen shows your practice’s current balance of digital signature credits and their usage within DocuSign.

To view signature activity, visit your DocuSign Login. AdviserLogic admin users can view usage across the entire practice, while standard users will see their own activity logs only.

You can send multiple file types without needing to convert them to PDF:

Yes, you can combine different file formats in a single envelope.

Download the instructions below to send to your clients