Integrate with leading Electronic Signing solutions to automate the electronic signing of documents for your firm.
CAS 360 has partnered with the following Digital Signing Providers:
Setting up Digital Signing
If you are an Admin user, your user role settings will automatically be toggled on to access this feature. For other users, the following toggle can be found in the User Roles screen.
To complete the authentication process, ensure that the user role is active for digital signing.
Located under the Users and Integrations category, enable Digital Signing:
For more information on how to integrate with a Digital Signing provider, click below:
With Digital Signing integrated, in the Document Production screen, additional options will be available.
Next to any document that can be digitally signed, you will be able to see the Digital Signing icon.
Click on the icon next to a document to disable digitally signing for that document.
Ink signatures will then be required for the document.
A icon will also be available to allow you to view the signatories that have been selected for digital signing for each document.
1. Email signers completed signed document pack?
Toggle for all signers to receive an email containing the complete signed document once all digital signing has been finalised.
The preparer will also receive the completed document pack via email.
2. Mark Annual Review as Completed once all documents have been signed?
|Toggle to have the annual review automatically mark as complete for the Annual Review Deadline Alert once all digital signing has been finalised. The user who has prepared the documents will also receive a notification when this occurs.|
3. Require Signer to add dates to signing lines
Toggle to include the date on signing lines for digital signatures only for Annual Review Documents. Currently limited to digital signatures under DocuSign or FuseSign.
For more information, click here.
4. Use SMS as 2FA for signatories
Toggle to enable two-factor authentication for all signatories to confirm their identity prior to signing.
For more information, click here.
If you need to change the signatory for any of these documents, you can click on Options next to the document to select a different signatory.
The number of documents that have been flagged to be signed using Digital Signing will display at the top.
To send the documents to the selected signatories, select Send All.
Selecting Download All will only save the documents on your device and not send them to the signatories.
The CAS 360 outbox stores all outgoing email messages that have been sent from CAS 360. From the outbox, you will be able to view, resend and track the delivery of all emails forwarded from CAS 360.
See Email Outbox for more information.
What Documents are supported in CAS 360 for digital Signing?
All documents can be signed except the Office Occupiers Consent and the Form 362.
Digitally Signing the Documents
Each signatory will receive an email to review and sign the document.
For instructions on how to digitally sign a document, please refer to the:
A notification will pop up whenever a signatory has digitally signed a document.
Once all the signatories have signed the document, you will receive another notification with a View and a Lodge option.
Users will also receive a message in the Email Inbox when documents have been digitally signed.
Users also have the option to email or download a copy of the signed document once document signing is complete.
When a document is sent to be digitally signed, the status in the Documents screen will be set as per below depending on the signing provider:
Once all the signatories have digitally signed, it will change as per below depending on the signing provider:
Under Options | Attachments, you will have two copies of the document:
- The original PDFs that were emailed from CAS 360 and,
- The digitally signed documents as a PDF. The certificate of completion will also be attached.
Document Deadline and Digital Signing
In the Company screen, the Document Deadline Alert, will include the Digital Signing link
When the user clicks on send reminder, CAS 360 re-sends the whole pack as it was sent originally.
Users can also use the Document Deadline Alert to track the digital signing status.
|From company selection screen select the Document Deadline Alert.|
|Click Send Reminder|
Flagbesides the document to view which signatories have yet to digitally sign the document.
Void Digital Signing Documents
Sent documents to a client with incorrect details? or perhaps the documents were sent to the wrong recipients altogether.
Don't fret, you can now void documents to be signed electronically, directly from the Global Documents Screen.
Select Options besides the document, and click Void.
Only applies to documents under the filter/status of Electronic Signing - Sent to clients
Enter the reason for voiding, and click Void Document
Note: Once voiding a document, this cannot be reverted.
The document will then be voided, which will prevent the recipients of the document from signing.