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How to send an Agreement
How to send an Agreement
Create agreements within Advicefront or upload an existing PDF and send them to your clients
Claudia Santos avatar
Written by Claudia Santos
Updated over a week ago


With Advicefront, you can say goodbye to the hassle of getting your clients to sign agreements with pen and paper, as well as having to chase them and wait endlessly to get on with delivering great advice to your clients.

Now you can get documents signed online, instantly and from any device, with a legally binding and secure system.

Send agreements to be signed by your clients

First, click on the client in your Client List that you would like to send the agreement to and go to the Onboard section and select Agreements.

You will be able to choose if you would like to send an agreement from a previously created template or if you would like to upload the agreement as a pdf.

If you need help understanding how you can create your firm's agreement templates, check our help centre article: How to set up agreements:

After setting up the agreements templates you will be able to select the agreement type you wish to send to the client:

Send an Agreement

  • Click in create agreement button:

  • Choose the type of agreement you would like to send to the client. If a previously saved template or a pdf version. In the next example we've selected Create agreement > From template and it's a household with 2 clients.

  • You can choose to whom you would like to send the agreement, and the acceptance mode:

Keynote - You can only send one main Agreement type - e.g. the Client cannot sign both a Client Agreement - Full and Client Agreement - DB Pensions

  • Acceptance mode allows you to choose if you would like the document to be "read only" or "requires signature".

  • You can select the type of signature: It can be "Digital signature" or "Wet signature (only available for firms with this functionality active):

  • Create the agreement and send it to your client.

A notification will now be sent to your client to review and agree this document. Once they have done this, you will receive a notification that it’s complete.

  • After the client signs the document, you will be able to download the audit trail page in the clients account > Documents > Agreements.

What does your client see and have to do?

Your client will receive an email which states you have asked them to go into their portal to review and approve a document. They will see on the Activity page the Client Agreement.

This is now a legally binding agreement between you and the Client.

You can also upload PDF documents and get them signed by following these steps...

If you have documents which are content rich (images, tables etc), you may want to use our PDF Agreement process. Go to the PDF Agreement section and click New PDF and give the Agreement a name which is clear to the client. Create agreement > From PDF, name and upload the document and click Send Agreement.

Your client will receive a notification the same way they did the Template Agreements but when they open it they will see a PDF viewer form and the Agree/Accept process at the footer.

On acceptance, Advicefront watermarks the PDF with the client’s digital footprint.

It’s that simple to get documents signed by your client.

Where are they stored?

All signed documents are available in the Onboard/Agreements section where you can see that status for each document, like when it was signed, pending, etc.

In the Documents sharing vault you can also see all these agreements and download them as PDFs if needed.

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