Digital Signatures – Transition from Adobe Sign to DocuSign

Digital Signatures within AdviserLogic now use DocuSign as the sole integrated provider. Adobe Sign is no longer connected to AdviserLogic.

If you previously used Adobe Sign through AdviserLogic, your Adobe account has moved to a free Adobe account following the end of the integration. This change means all digital signature requests sent from within AdviserLogic must now be completed using DocuSign.

Adobe Sign is no longer integrated with AdviserLogic. You can no longer send digital signature requests from within AdviserLogic using Adobe.

DocuSign is now the only integrated digital signature option available in-platform. All new digital signature requests initiated from AdviserLogic will be sent via DocuSign.

You can send digital signature requests using DocuSign within AdviserLogic by navigating to:

Documents > Select Client > Create or Open a Document > Send for Digital Signature

Once selected, the system will automatically use DocuSign as the digital signature provider.

You can still use Adobe Sign outside of AdviserLogic by subscribing directly with Adobe. However, it will not integrate with AdviserLogic.

To convert your existing Adobe account to a paid subscription, log in to your Adobe account and select Buy from the top navigation bar. Follow the prompts to convert your trial or free account to a paid subscription.

You can also review Adobe’s guide to upgrading your account here:
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Any Adobe subscription will be managed directly between your practice and Adobe.

If you have not yet set up DocuSign within AdviserLogic, ensure your practice has completed the DocuSign configuration process before sending documents for signature.

If you require assistance setting up or using DocuSign, please contact our Support team for further guidance.