Financial Cents E-Signature
in progress
S
Shahram Zarshenas
Instead of integrating with other e-signature platforms, create an e-signature feature directly within Financial Cents.
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A
Active Edge
Finally, we won't need Adobe Sign to sign ELs. We would love to be included in the beta testing.
H
Heather Borkowski
We would like to be added to the beta testing as well. Thanks!
K
Kimberly Ferguson
Amanda Aparicio Do we have an eta on this yet? :)
Amanda Aparicio
Kimberly Ferguson: not quite yet! We're currently building this out right now and are making some adjustments based on our initial testing. Stay tuned!
K
Kimberly Ferguson
Amanda Aparicio Will this include KBA? Do we know yet?
Amanda Aparicio
Kimberly Ferguson, yes KBA's are a feature that will be available with our e-signature offering!
P
Prisca Languila
I would like to be added to the beta testing.
Amanda Aparicio
Merged in a post:
Native E-Sign
T
Tiffany Bastian
Firms currently rely on Adobe Sign (high cost) for client document signing. A built-in e-sign feature would remove this dependency and streamline the client approval workflow inside Financial Cents.
R
Rick Dirkse
Please create this sooner than later. I am currently using an e-signature through Safe Send but want it all in one product.
Safe Send may quit allowing me to use this product, so I need this ASAP.
I do not want to use Adobe Sign.
Amanda Aparicio
updated the status to
in progress
R
Robert McGee
Amanda Aparicio need beta testers yet? :)
Amanda Aparicio
Robert McGee: not yet! But I've added your name to the beta tester list if we decide to do a private beta before release!
K
Kathy Nash
Amanda Aparicio I would also like to be in that Beta testing.
C
Cryshonda Gilkes
Robert McGee I would like to be added to the beta testing.
K
Kyle Hauenstein
please please please have templates. if possible pull info from the client profile when the e-sign file is created.
the extra mile is if i can upload a standard pdf and the app will know where the fields are required by default. I repeatedly generated efile auth forms. they generated from my software and the structure doesn't change between clients. the financial numbers do.
even better if i can load the data via an api. i could use a template auth form and load the data and send to the client.
Amanda Aparicio
updated the status to
planned
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