Below is a list of the Digital Signing services that are available in Simple Fund 360.
- For instructions on how to set up Digital Signing, please see Digital Signing in Simple Fund 360.
BGL SmartSign will no longer be available after 12th May 2022.To deliver an upgrade for BGL SmartDocs, we need to retire BGL SmartSign in Simple Fund 360 and Simple Invest 360.
You will need to ensure you have any outstanding BGL Sign documents returned signed before the upgrade on 12th May 2022.
The three Digital Signing integrations that will be available going forward are:
BGL has partnered up with Adobe Sign, to allow reports generated in Simple Fund 360 to be digitally signed.
To set up Adobe Sign as your preferred digital signing provider, you must first set up an Team Account for Adobe Sign, as well as set up the integration between Adobe Sign and Simple Fund 360. Instructions for how to set this up can be found here.
Please note that the user needs to be an Admin User on Adobe to be able to activate the integration.
- For instructions on becoming an Adobe group admin user, please see here.
BGL has partnered up with DocuSign and created an Integration where Reports generated in Simple Fund 360 can be digitally signed by connecting to a firm's DocuSign Account in order to create an envelope.
For firms that do not currently have an active licence with DocuSign, please contact your BGL Account Manager on 1300 654 401.
Note: Licences are a paid service and charged directly by DocuSign.
If your firm is currently using DocuSign, please refer to the below help articles to enable DocuSign in Simple Fund 360:
FuseSign is an affordable, intuitive and easy to use Digital Signature tool. With integration in Simple Fund 360, users are empowered to sign, send and manage their compliance documents anytime, anywhere, on any device.
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!
For further information about the FuseSign integration, please refer to the following article: