Finpace <> Docusign

Discover the seamless integration between Finpace, your premier financial automation platform, and DocuSign, the leader in electronic signatures. This guide is designed to help you navigate the integration process, enabling efficient document management and signing processes.

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Overview

The Finpace and DocuSign integration revolutionizes how financial advisors manage and execute client agreements and documents. By connecting these platforms, you can enjoy a streamlined, secure, and efficient process for sending, signing, and managing documents, all within Finpace.

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Requirements

Before proceeding, you need:

• An active account with Finpace. Not a user? Get started here
• A DocuSign account with access to the necessary plan features. Don't have one? Sign up for our Business plan and use our esign platform!
• Familiarity with both the Finpace and DocuSign platforms.

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Step-by-Step Setup

1. Sign Into Finpace: Log into your account and navigate to Integrations.
2. Locate Docusign Integration: In the Integrations section, find Docusign under Firm's Integrations, click on it and fill in all required form fields, then cllick Connect.
3. Fill in the form fields and then click Connect. Not seeing the popup? Disable your popup blocker.

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Configuration Details

• Choose which document types in Finpace should be linked with DocuSign.
• Set up default settings for document sending and signing workflows.

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Features and Functionality

• Seamless Document Workflow: Easily send documents for e-signature directly from Finpace, eliminating manual steps within Docusign.
• Automatic Updates: Get real-time status updates on document actions, such as when a document is viewed, signed, or completed within your Finpace dashboard.
• Enhanced Security: Benefit from both Finpace and DocuSign’s industry-leading security measures for all your document transactions.

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Best Practices

• Regularly review and update the integration settings to ensure they align with your evolving business needs.
• Familiarize yourself with Finpace's data security protocols.
• Take advantage of Finpace templates to streamline the sending process for your most used document types.
• Utilize the audit trails provided by both Finpace, via Compliance Ledger, and DocuSign for compliance and record-keeping purposes.

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Troubleshooting

Common Issues:

• Integration Not Syncing: Ensure both your Finpace and DocuSign accounts are active and the internet connection is stable. Reauthorize the integration if necessary.
• Document Sending Failure: Check document settings and permissions within both Finpace and DocuSign to ensure compatibility.

‍Error Messages:

• "Authorization Failed": Typically indicates an issue with your DocuSign login credentials or account status. Verify your account details and try again.

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FAQs

Q: Can I use this integration with any DocuSign account plan?
A: The integration works with most DocuSign plans, but some features may require specific plan levels.
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Q: Can I white label the experience?
A: ONLY if you bring your own DocuSign account. We're sorry about this but DocuSign has EXPRESSLY RESTRICTED our ability to white label your Finpace e-signing account while using Finpace's DocuSign. Apologies again, not our issue. If you want a completely white labeled experience with Finpace, we have some options. Contact our sales team to schedule a call for more information.

Q: How secure is sending documents through this integration?
A: The integration adheres to stringent security protocols, ensuring your documents are handled securely at every step.

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Additional Resources

For further exploration:

• Finpace University: Offers detailed documentation and user guides.
• Consult DocuSign Support for in-depth knowledge on managing e-signature workflows.

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Contact Support

If you need assistance or have questions that aren’t covered in this guide, our support team is here to help:

• Get in touch: Finpace Support
• Expected response time: Within 12 - 24 business hours

Embrace the efficiency of combining Finpace's financial advisory automation tools with DocuSign's electronic signature capabilities, and instantly elevate your client service experience.