How to enable the integration
To turn on this integration (only needs to be done once in PreciseFP) click on your profile picture in the lower left hand corner, then select Integrations and click on the DocuSign integration box.
Click “Enable this integration” in the integration details panel and login into your DocuSign account.
You will be asked to grant permission to PreciseFP to create and send envelopes and obtain links on your behalf. Once that is done, the integration will be enabled.
NOTE: For TDA advisors, the integration has been updated to now request SMS authentication from your client when they go through DocuSign vs KB authentication.
To learn how to add an eSignature element to a PDF template please visit this help article. To learn how to engage a client with a PDF template and how to then choose DocuSign as the eSignature provider visit this help article.