At HQB, we have always been committed to exploring and adapting to new technology and ways we can best protect our client’s information while making our processes as user-friendly as possible.
In an age where digital signatures are widely accepted (and sometimes preferred), we have decided to introduce DocuSign into our practice to and add an extra layer of security to your data.
So how does it work?
If you are not already familiar with DocuSign, it is a secure way to electronically sign documents on any device, and you do not need a DocuSign account to sign.
The email layout may look different to what you are used to. When you receive the email from HQB via DocuSign:
- Open the email
- Click the “Review Documents” button in the email
- The first time you use DocuSign, you will need to agree to the signature disclosure
- Click Continue
- Click Start and you will be guided to the required signature field
- Click Sign
- The first time you use DocuSign, you will need to adopt a signature – you can select a predefined style or draw your own
- Select Finish to complete the document
- You may be asked to set up a free account – this is optional
- Once the document has been signed by all parties, you will receive a PDF copy of the document/s by email
Please note that you will only receive an email if you have documents to sign.
Example of email and link within email to click on:
If you would like a trial run or have any difficulties with this process, please do not hesitate to contact our office.
– Ian Hogbin, James Davis, Brad Sheaves & Catherine Stojcevska
Posted 12.07.2022
This article is compiled as a helpful guide for your private information and is subject to copyright. We suggest that you do not act solely on the basis of material contained in this article because items are of general nature only and may be liable to misinterpretation in particular circumstances. We recommend that our advice be sought before acting on any of these crucial areas.
