lachlan.fuller's avatar
lachlan.fuller
Icon for Iress Contributor rankIress Contributor
6 months ago

AMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything!

Are you fully utilising Xplan to deliver a superior client experience? Are you making the most of Visualise and Client Portal? Join me here on Wednesday 4th December from 3pm to 4pm. With years o...
client engagement
xplan
sally.hanley4's avatar
sally.hanley4
Virtual Explorer
5 months ago

Hi, will electronic signatures in client portal be implemented in the near future? Thank you

lachlan.fuller's avatar
lachlan.fuller
Icon for Iress Contributor rankIress Contributor
5 months ago

Hi Sally,

Thank you for the question.  Xplan has its own digital signature function and it is currently available in Client Portal.  There is another question below on DocuSign and I will answer that here and in that thread.

DocuSign integration that is build in Xplan is not yet available in Client Portal, the signing of documents will occur in their signing platform.

It would be a useful extension to include this in Client Portal and we are considering this, and other digital signing platforms in the future, though it is not yet on our roadmap.

Lachlan

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