Product ยท
FinDash adds PDF E-Sign to Forms
Advisor teams can now upload agreement PDFs into FinDash Forms, place client and advisor fields directly on the document, collect signatures, and save the completed signed PDF back to the client vault.
By FinDash Team
Watch an existing agreement move from field placement to signatures, audit proof, and automatic client-vault filing.
Product walkthrough
What happens in the video
- Start with an existing PDF: A client service agreement is opened in FinDash Forms and prepared for electronic signature.
- Place and assign fields: Signature, name, and date fields are placed on the PDF and assigned to the client or advisor.
- Prefill and sign: The advisor date is prefilled, the client signature is completed, and the signer rail records progress.
- File the completed agreement: The PDF is marked signed, an audit certificate is included, and the completed file is saved to the client vault.
Overview
FinDash Forms now includes PDF E-Sign, a lightweight agreement-preparation workflow built directly into the existing forms and onboarding experience.
Advisors can upload a client agreement, trusted contact form, adoption agreement, or other PDF, then place fields directly on the document for the client or advisor to complete.
How it works
From the form builder, advisors add a PDF E-Sign question, upload or drag in the PDF, and place text, checkmark, date, name, and signature fields on the relevant pages.
Fields can be assigned to the client or advisor. Advisor-owned fields can be prefilled before the form is sent, while client-owned fields are completed during the form experience.
Signed PDF handling
When the form is submitted, FinDash validates required PDF fields, generates the completed signed PDF, and stores the agreement in the client vault and form response history.
Firms can also include an audit certificate with signer activity, completion details, source-document fingerprinting, and completed-field context.
Signed, sealed, already filed.
Many advisory workflows rely on existing PDFs rather than newly built forms. PDF E-Sign lets firms keep those documents while managing assignment, completion, audit proof, and vault storage inside FinDash.
The completed agreement, signer activity, and audit certificate stay connected to the client record instead of becoming another file the team has to download, rename, and refile.
Highlights
- Upload or drag a PDF into a FinDash Form.
- Place text, checkmark, date, name, and signature fields directly on the PDF.
- Assign fields to the client or advisor.
- Prefill advisor-owned fields before sending.
- Generate signed PDFs and save them to the client vault and form response history.
Product review: FinDash Product Team. Product workflow, signer assignment, audit proof, and vault filing reviewed against FinDash PDF E-Sign.
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