With our rigorous and flexible document signing options, Connectworks makes it quick and easy for you and your clients to send, receive, and sign documents. This article gives a complete overview of our document signing processes.
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1. Signing options
Connectworks provides the means for documents to be signed both electronically and physically. Both methods can even be employed by different signatories on the same document.
2. Considerations regarding e-signing
There are two requirements that must be met for the trustees and other associated parties of your client trusts to be able to sign documents electronically. First, the trust for which you are publishing the document for signing must be subscribed to Connectworks under one of our plans that allows for electronic signing.
Second, the trustees to whom you are publishing the document must have accounts set up in Connectworks.
3. Publishing documents for signing
You can publish documents for signing from within a trust’s document repository. Simply click on the I would like to… menu, and select Upload a document:
This will open a screen allowing you to publish the document for signing. You can select the required signatories, identify whether witnessing is required, or place a restriction on the method of signing. Once you’ve filled out all the requisite fields, click Create and the document will be published to the signatories.
4. Document signing for Trustees
Trustees of trusts on Unlinked subscriptions are not alerted when documents requiring their signature are published in Connectworks: they’re not able to sign the document electronically, so there’s nothing for them to be alerted of.
For trustees of trusts on signing subscriptions, when a document that requires your signature has been published, an email will be sent to your registered email address to advise that the document is in Connectworks and available to be signed. The email will look something like this:
Clicking on the link contained in the email will take the signatory to the Connectworks login page. After logging in, the document will be visible in their Workspace inbox:
5. Viewing the document
You should always read a document before signing it. Where a document has been published that requires your signature, you can read its text by clicking view document:
6. E-signing documents
To begin the process of e-signing a document, simply click Sign:
This will bring up a copy of the document to review. When you’ve read the document, click Approve and sign:
You will first be asked to confirm that you have read the document, and that you consent to being bound by its contents. To move to the next stage, mark the checkbox affirming your consent and click Next:
7. Creating your signature
You will now be asked to create a signature for the document. There are three options: draw a signature with your mouse; let us draw a signature for you; or, if you prefer to print and sign a hardcopy, you can scan the signed document and upload it here.
Once you’ve chosen your signature style for the document, and clicked Next, you’ll be taken to the final confirmation screen. You will be asked to declare that you are the person named as the signatory, that you consent to the signature drawn (by you or us) being considered a valid representation of your signature, and that you consent to the document being signed. You then be asked to re-enter your Connectworks password. This is to confirm that you are still the person currently operating your Connectworks account. If you consent to this final stage of the signing process, click Sign the document, and the signing is done.
8. Witnessing Documents
Where a document has been designated as requiring a witness to the signing, a statement of this will appear in the Declaration section:
The witness will then have to fill out the details required in the Witness section:
9. Uploading manually-signed documents
There may be circumstances where, as a user of Connectworks from a professional firm, you have recorded a document as published for signing in Connectworks, but also given your client a physical copy to sign. In these circumstances, you can scan and upload a copy of the physically-signed document, and record this against the published document in Connectworks to show that it has been signed.
To do this, locate the unsigned document using the Awaiting Signing filter. To upload the signed copy, simply select the document, click on the cogs, and click upload signature:
You can then upload the signed document, fill out the rest of the details, and record the document as signed:
10. Viewing signed documents
You can see which trustees have signed a document by viewing it in the document repository. Until its been signed by all required signatories, the document will stay in the Awaiting signing filter:
When all signatories have signed, the Signing status will changed to Signed:
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