Overview
PleaseSign, with thousands of customers and almost 1 million users, is the first Australian-made and owned digital signature solution which offers a full-featured web application that empowers businesses of all sizes to send, sign and manage documents from the cloud.
PleaseSign is the only Digital Signature Provider that offers true on-shore data storage and is backed by a 24/7 local on-shore support team.
BGL empowers you to sign, send and manage your compliance documents anytime, anywhere, on any device
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.
PleaseSign Pre-Requisites
Before setting up integration between BGL and Please Sign, you will need to first generate PleaseSign Public Key and Secret Key
1. Log into PleaseSign
Integration Guide
To set up the digital signing integration from within Simple Fund 360, please take the following steps.
1. From within Simple Fund 360, hover your cursor over the BGL App Switcher, located at the top right-hand corner of the screen. Select Integrations
2. You will be directed to our Integrations screen. In the top right-hand corner, select Practice Apps then select Digital Signing.
3. Under Digital Signing click the gear icon in the PleaseSign app.
5. From within the Digital Signing tab, enter the previously saved PleaseSign public key and secret key into their respective fields, then click Connect to PleaseSign.
6. You will be redirected to the PleaseSign website. Input your PleaseSign account credentials (email and password) on this page and click Continue.
7. If this is the first time you turn on the Please Sign, you will see the following screen after clicking Continue. Please select Allow Access to continue the Please Sign integration with BGL.
8. Once your details have been confirmed, you will be taken back to integrations screen. Within the integrations screen, the PleaseSign integration will be marked as Active, and the Please Sign integration will be complete.
Additional Resources
FAQ
Can a firm use both Multiple Signing Providers at the same time?
No, currently BGL only supports a firm using one signing provider.
Can a firm use a Signing Provider for CAS 360 and a different Signing Provider for SF360?
No, currently BGL only supports a firm using one signing provider.
Does each signatory need a separate email address?
When directors/trustees have the same email address, the digital signing will still be supported by CAS 360 and Simple Fund 360. The email address will receive separate emails which will be addressed to each director for signing.
However, for legal reasons, it is highly recommended to have separate email addresses. To meet the legal requirements of electronic signatures under the Electronic Transactions Act 1999, each signatory must be identified and the electronic signing process must confirm their intent to sign.
If trustees or directors of share an email account/address, it is difficult to confirm these requirements.
You are not able to sign the document if you are using the same email to do the authentication and you are the only signatory for the document. What happens if you have accidentally done this?
You will not be able to sign the document. Please re-create the document with a different email for the signer. This does not impact if there are 2 or more signers for the document.
What is the workaround for this?
- For Gmail, you may use +1 for your signer email. e.g. abc+1@gmail.com
- For other email providers, please use other email address