FuseSign is an affordable, intuitive and easy to use Digital Signature tool.
FuseSigns integration into Simple Fund 360 empowers you to sign, send and manage your compliance documents anytime, anywhere, on any device.
Send multiple documents to multiple recipients and have them signed and returned to you within minutes instead of days for the price of a stamp. It's legally binding and can be used for a wide range of signature requirements.
Special BGL Offer
FuseSign is giving out a special offer just for BGL clients! Head on over to https://www.fusesign.com/bgl/ now to take advantage of this opportunity. It is one that you don't want to miss!
This article is a guide as to how to set up the integration for Digital Signing from within Simple Fund 360.
For instructions on how to Digitally sign documents, please check out Digital Signing in Simple Fund 360.
To set up the digital signing integration from within Simple Fund 360, please take the following steps.
1. Hover over the app switcher icon and select Integrations
2. You will be directed to our BGL API Home screen. In the top right-hand corner, click on Practice Apps.
3. From the integrations screen, select the Digital Signing tab
4. Under 'Digital Signing' click the gear icon.
5. From within the Digital Signing tab, select Connect to FuseSign.
6. You will be redirected to the FuseSign website. Input your FuseSign account email and password.
7. If this is the first time you turn on the FuseSign, you will see the following screen after clicking Login. Please select the preferred Target Business e.g. “BGL Corp” and click “Authorize for BGL Corp” to integrate with BGL.
8. Once your details have been confirmed, you will be taken back to the integrations screen. The FuseSign integration will be marked as Active.
How to digitally sign documents?
See Digital Signing in Simple Fund 360
Once the documents have been signed
After the document has been signed completely, both the sender (the email address that did the authentication) and the recipient will receive a completed signing document via email.
Simple Fund 360 User
Frequently Asked Questions
When sending out documents for signing, does each signatory need a separate email address?
Are placeholders automatically created by BGL?
For documents created by CAS 360 or Simple Fund 360, all placeholders will be automatically inserted for you.
I have used digital signing 2FA via SMS. The audit trail perspective in FuseSign states that no 2FA was selected and no mobile number shows.
This is a current limitation as the SMS authentication is done by BGL and not FuseSign. We will look to improve this in the future.
What if the client doesn't have a phone?
If the client does not have a phone then 2FA cannot be used. The client can still receive a signing link via email.
Is there is an ability to change the font size of the finalised signature on documents?
No, currently there is no option to change the font size.
Does the client need to have a digital certificate to sign a document?
No, the signatory is verified using the unique link in the email. This can be enhanced by using SMS (2FA).
Do the signed documents only come back to CAS 360 once all parties have signed?
Yes the signed document will be stored in CAS 360 and you will receive a notification
Can you add signing fields to additional uploaded documents?
Documents in CAS 360 and Simple Fund 360 already contain placeholders for signatories. For additional documents, you will need to upload these directly onto FuseSign’s website.
Once signed, should the signing and sending parties receive emailed signed copies of the forms/bundle?
FuseSign will send the signed document to both signing and sending parties upon completion of the document (i.e All parties have signed)
Compilation Report - error: A signatory has not been selected. This report will not be digitally signed.
How can we get a Compilation report signed before we send this to the trustee/s?
Order of Signing is available See https://sf360.zendesk.com/hc/en-au/articles/360055734032
Members Statement - error: A signatory has not been selected. This report will not be digitally signed.
If you would like the Members Statement signed ensure you enable the option ‘Show signing page’ under the report settings. if you do not require the Members Statement to be signed you can ignore it.
Would the auditor also get a copy of the signed documents, if they have auditor access to the fund?
If the auditor has access to Simple Fund 360 they will be able to access the documents via the Documents screen or Workpapers screen.
We want to change over from Docusign to Fusesign for our digital signatures. We are getting the following warning. Does this mean that existing documents out for signature will no longer work?
We are currently investigating a change to this so that multiple providers can be supported.
Is the FuseSign charge per signature tag or per document pack?
FuseSign currently has a special offer where you pay only 1 credit per document pack for all your BGL documents, regardless of the number of signers. See https://partners.fusesign.com/bgl for details.
Does FuseSign work with the “starter” subscription with BGL?
You must be on a Business Lite plan or higher to use the integration.
I already have a subscription for FuseSign & BGL - does the price increase to integrate them both?
As long as you are on a Business Lite plan or higher to use the integration there will be no change.
Are reminders charged as a credit?
No, only document packs are charged.
Are unused signing credits rolled over to the next month?
If you are on a month-to-month plan, the credits do not carry forward. If you are on an Annual plan, your credits are carried forward and you receive a discount.