Unlocking Electronic Signature Legitimacy for Product Management in Australia

How to eSign a document: electronic signature legitimacy for Product Management in Australia

[Music] well a very good afternoon to everybody and welcome to our november product webinar today we're going to be talking about electronic signatures in class my name is sebastian brennan i'm one of the consulting team leaders here at class and i'm joined today by our senior product manager ahmad panya very nice to meet you mom welcome everyone so we're going to get things kicked off uh with a poll question so i'm just going to launch that for you now so the first poll question that we would like to know is excluding the class solution do you currently use electronic signatures in some part of your business so we know that quite a few of you have already expressed interest and signed up last week to the class electronic censorship functionality so we'll give you a couple of moments to pop in your response and we'll share share that through with you looks like quite a few of you are currently using uh electronic signatures which is uh not a surprise given particularly uh the current times with covert and the need to actually have those come through so let me let me end that poll now and we'll share the results so looks like a vast majority of you have said that you do currently use electronic signatures which is great also quite a significant portion of saying that you're planning to in the next 12 months and a few others are saying that you don't plan to in the next 12 months so we'll stop sharing that and we'll jump into our packed agenda for today so what we'll start by discussing uh is a overview of the electronic signature functionality so mod's going to take you through that as well as the features and benefit of our integration with i'm going to take you through a demonstration of all the functionality that we've added including how we can send a document for signature how to configure an envelope in the portal i'll take you through some brand new functionality that we have around signature tracking which is a new console as well as some white labeling that we can configure and notifications which for those of you who were at our superstream webinar recently you would have seen that we introduced that functionality then finally we'll end by going through the signup process so what you need to do to start using this functionality in your business so as always we will make a copy of the recording the slides and the questions and answers shortly after the webinar we do have a couple of our colleagues here who will be answering the questions throughout today's webinar so make sure you pop any questions in the q a anything that we are not able to answer today will be included in the q a pack and time permitting we might pick a couple of questions at the end of today's webinar as well so let me hand over to a mod to take you through and thank you everyone thanks sir so first we'll cover off uh what are the key pillars of why any business would use electronic signatures starting with just the obvious one of being faster compared to snail mail now we know through data coming in from 80 percent of the envelopes are signed in less than a day with slightly shy of 50 that are assigned within 15 minutes uh next obvious one would be efficiency so if you think about uh the the reduction in manual tasks that are involved compared to snail mail as well as the increased convenience that it offers to not only your customers but also the employees that are involved in the process of creating these signing packs and envelopes which directly then obviously results into savings for the business so again through we know that it saves an average around 36 uh dollars per envelope you think about the total cost of ownership when it comes to printing a document putting it in an envelope putting a stamp on it running that to probably the post office and then tracking that snail mail the amount of productivity loss that that generates compared to an electronic means of operating the savings are pretty obvious there and uh last but but not the least uh they're also more secure uh compared to traditional means of of doing mail and as seb will sort of go over in his demo there is a complete audit trail of of all the actions that are performed when it comes to viewing the envelope or signing the envelope the time stamps are captured as well as ip addresses so we'll cover that in his in his demo thanks sir so we start with with what they are really so essentially what electronic signatures are it's uh they're a legal way to capture consent or approval on electronic documents or forms they identify the person signing they are reliable and legally enforceable in most jurisdictions of the world we would we always encourage customers to sort of check uh the legality from state to state because it can vary so always check local legislation prior to use in the in our context of accounting uh the primarily primary use cases are smsf's in in forms of tax returns and statements activity statements minutes and resolutions to name a few there's also applications in the trust space with declaration reports and compilation reports as with what i've said before we always encourage the customers to check local legislation and this list is by no means exhaustive seb will actually cover cover off some of our class reports that we have pre-tagged in his demo later finally in terms of key suppliers and adobe tend to be the big players in this space i mean it's it's becoming a crowded market with a lot of the smaller players now also operating in this space but and adobe uh hold the market share with leading by some margin thanks all right so we're going to jump into our second poll question of today so let me just launch that second question and what we want to know here is around the priorities of choosing a solution so what is the most important priority for your business when it comes to choosing an eSignature solution so there's a couple of options that we've got here for you the security and reliability the time savings enables there's one around the white label branding and configuring that for your business uh also the covered safe operation so give you a couple of moments uh to complete that and we'll share the poll responses with you the moment looks pretty uh unanimous in two of the categories so we'll close that now and share the results so 55 of you have stated uh security and reliability and 43 have mentioned time saving uh as the two biggest factors so um what do you want to just take us through uh the next the next um section going through the features and benefits yes thanks sir so what i'll break down in terms of the features essentially three different areas or three different parts of the user journey there's the initial setup and this is where i would call out our integration with with so we have partnered with the which are the global leader uh in this space and a lot of you mentioned security and reliability as your um as your criteria for selecting a solution and and that's what uh comes with when you go with a global leader like space which is where they separate themselves uh possibly from from from the smaller players at this pack so um uh what we've also done with the setup is is like we were talking about before the customization and the branding capabilities a lot of the businesses right now that are using a custom branding or white label branding in class they're able to carry that brand over into the e-signing experience as well uh the second winner in your criteria that you've just told us was around time sales and how that ties with our solution is pre-tagging of reports report packs and also custom reports so some of you that are probably using existing eci signature solutions if you think about your experience right now you're probably downloading those reports from class then re-uploading it to whatever signature solution provider you're using and then you're having to then manually tag each and every section of the report that requires sign now think of doing that multiple times a report and then for multiple different funds or entities every single year and those costs do add up so we have tried to sort of deliver efficiencies and savings by doing that for you for all the class reports coming over to the preparation and the sending aspect so there's we do provide uh so some of the businesses actually have a reviewer and a preparer uh workflow where uh uh you know there's a certain uh staff that's responsible for creating the envelope or the back and the manager is then responsible for reviewing that and then sending it off we do support that using um using our signature tracker which offers the capability of seeing drops which the managers can then pick up which symbol will cover in this demo uh also i want to highlight that you are able to add external documents as well so you're not just restricted to class reports or report backs um once you are once you've created your envelope you're then able to add any external documents like any cover letters etc that you wish to add to the back there's additional sort of elements around security in access code so this is taking care of use cases where a couple in an entity are sharing an email address where there needs to be a way to differentiate or add a level of security uh to identify individual signees which can be done via access code and said so we'll cover that in this demo as well uh finally i will cover the the review and management of it so we have created a signature tracker in class it's a brand new console which allows businesses to keep track of all their signing envelopes not only at a business level but also at a at a fun level so you can track through the envelope in the various stages that it's at there's also notifications which allows businesses to be pushed notified when there's key events with the envelope that require attention and also finally mobile signing so for all all of the members that are on the go using mobile devices there's a is a friendlier way to interact and obtain their signatures which is optimized for mobile devices all of this just leads into the obvious benefits you know you're going to going to go with the global leader in by partnering solution it's also iso compliant so there's there's peace of mind there and obvious time savings and efficiencies uh that that come with it uh not to mention a covet safe way of of doing business especially in the current times is becoming more and more relevant thanks like to also take the audience through how we got here so this is you know of course we are reaching out and release this to the wider client base but we did a beta earlier in the year uh with about 45 odd clients which which generated a good amount of satisfaction with the solution and when we pulled our customers that were part of that beta uh a good majority of them reported that they were generating or getting up to 50 time savings using the class solution as opposed to their current uh ways of operating so really good success to a great player for us i know yeah and over to you for the demonstration thank you thank you very much so i'm now going to jump into class and take you guys through the features and the functionality that mod has mentioned so where i'm going to start is the tagging the pre-tagging of documents so what i want to mention first of all is the list of supported documents that support the pre-tagging so once we go into the portal i'll show you what pre-tagging actually looks like but effectively what we're talking about here is the system class identifying that if there is a individual who is required to sign a particular section it is automatically going to put a virtual sign here sticker in that place so that when the person is ready to sign the document they will be signing the correct location so at the moment in terms of the class reports um all the reports that require signature are supported in class the only one that is not supported here at the moment is the bulk lum sum minutes which was only added recently and that's one that we will roll out uh shortly as we add additional documents that have signing functionality we will also look to iteratively add these pre-tagging functionalities for those documents as well so these are all the the documents that are pre-tagged now in terms of how to ensure that the pre-tagging functionality does flow through uh for a particular envelope you do need to do a couple of things so the first one is business level contacts you do need to make sure your business contacts have got an email address recorded so if we look in this example we've got our tax agent i need to make sure that the tax agent for example has an email address because then when it comes to the annual return the tax agents pre-signing will be tagged and that way they will be able to sign your return once completed so i've got an email address recorded in this example for the tax agent that's step one step two is to make sure that we link the contacts the business level contacts you might have auditors accounts and bookkeeper roles you need to link them to the entity now today i'm going to be looking at a demo smsf entity the electronic signature functionality that class is rolling out supports not just smsf's but also trusts and portfolio entities i just want to highlight that at this point in time so you should be aware that the relationship tab under the fund dashboard is going to show you any of these contacts business level contacts that have been linked to an entity so in this case we can see that our tax agent has been linked and that will be the second requirement to make sure pre-tagging works the third requirement is around your members or if you've got a trust your beneficiaries for portfolios or investors so making sure that you've got an email address recorded there so members browse members click on the member and under the contact details you'll find that's where you can enter the email address for those of you who have previously activated client for you for a particular member this is where you would have entered the email address previously if you're not ready to activate client view yet just don't click the send invitation so by entering an email address here clicking the save and close that will just record the email address which will then be used for the pre-tagging functionality i want to highlight as well in here that the email address that i'm using for this particular fund it's the same email address for both members now the preference is definitely to have a unique email address that is used for your members to be able to identify that they are a unique person signing however has some functionality around an access code and i'll show you that shortly and that allows you to effectively still send your envelope to the same email address even though you might have multiple members sharing that email address so that's something that i'll show you shortly the final point with pre-tagging and this is something that does catch a couple of people out if you have added email addresses subsequent to running a period update and tax finalization then you you may need to roll back the tax file finalization and the period update depending on which section of um the documents you are completing so for example the annual return uh you may not flow through correctly unless you roll back the tax finalization so just make sure that you are keeping that into consideration if you've checked all of the details and it's still not flowing through just go back and roll back these details before you generate the document for signing so we're ready to now go and generate our documents document and this can be done in two places under run report which is for your single reports as well as obviously using the shortcut here but also run a report package so at this point it's worth noting that you can only send documents for signatures at the entity level so it's not available at the business level only available at the entity level i'm going to select a report package i'm going to show you how we configure that in class what you'll notice is a new button same before signature so the scene for signature button is one that will you've clicked generate the report send it to the portal which we can then configure you still have the old you know traditional run button export so if you click those buttons that will just run the report will not send it to report in terms of um running a report i mean this example i've got my list of reports i'm just going to configure the annual trustee minute resolution to untick the parts that were not relevant for this particular report pack before i run it and the so what i could do is i could click send for signature that would generate the report it takes only a marginal uh bit longer to generate the report and send it to the doctors portal what you can do though is you can actually click this button go back into class keep processing for about a minute and come into this history if you click refresh you will see the document that you have already generated and you can continue with draft i will also show you a little bit later the signature tracking console which will allow you to also click into a draft document that was used and that will be relevant particularly if you have different roles a preparer and a reviewer because if you're a preparer and someone else is going to be reviewing they will not be able to see your history but they will be able to see documents that are in the signature tracking console so i'll show you that a little bit later so what we're going to do in this example we're just going to continue with this draft that we had previously generated and what this will do is configure the report take it to the portal where we can go through the functionality so it's now ready we'll continue with the so i'm going to click on that button to continue and i'm going to show you how to configure the envelope in the portal so the first thing that you will see here is in the top left hand side you will notice the report pack our document is available and we are able to add additional documents if we need so we've got this button for upload now the point i want to make here is when do you add a report as a customer report to the report pack and when should you add or upload a document separate to the report pack so for those of you not aware a report can be added as a custom report which could be a word document using class merge field it could be a pdf or be it could be one of the class templates that can be added to a report pack already so the suggestion is if you're using a report consistently or frequently between multiple entities best stratas as a customer report and add it to the report pack if though you have an ad hoc report that you want to add it might be that you have a data feed for example on on macquarie some recording for example is one of the data feed providers that supports electronic signatures because it's only a one-off you might just add it to the pack at this point as an additional document but there's no limit on how many additional documents you would you can upload here so let's go through some of the other features that are available in the portal so the first one is that you do have the ability to set a signing order and that's important because in this case we can see we've got a tax agent and the two members so the moment it's set for the tax agent by default will be signing first my preference would be to have the tax agent actually sign this last i'm going to drag you can drag the pre-signed or pre-tagged contacts across and we can also then change the number on the box here so we can either make it one two and three or we could make them one one and two i once i've done that i can review the signing order and that will show me the order here this is ed being the electronic document and these are the various individuals that will be signing and you can see here if i was to make this also one and check that signing order it would be sent to those concurrently so we talked a little bit about the pre-tagging functionality so ultimately what it means in the portal is that you can see the name has come through their associated email from class has also come through if you have additional documents that you upload and you need someone to sign who is not already added then you can add them as a manual entry by clicking the add recipient so we can type in their name we can type in their email address and we can type in their role in relation to this document so it might be that they need to sign it could be that we just want to copy them in to the document or it could be that we may want to assign the sign with notary role so there are the options that are available in terms of the ad from contacts if you've used before you may notice that you're able to maintain an address book of contacts in here we are not using this functionality with class we've disabled that functionality and the reason for that is because we wanted to keep contacts in one place so there's no confusion and that place is going to be in the class application itself so what it means is if you have members if you have trustees you have tax agents and you want to keep their email addresses up to date do so in the class application it will flow through if you've got pre-tagging and that's how the contacts will flow so ignore this button on add from contacts a few other functions in here so we talked a little bit about the ability to identify a member particularly if they're using the same email address and that can be done by adding an access code so what we can do here is we can add an access code for each individual and that can be done by sending them as a separate message it could be a text message for example that we use to identify that access code to that person only and that makes sure that when they sign they will be asked they will be prompted to add the access code so that's optional you don't have to use this functionality you could also use it even if a different email address was provided as additional security it's a decision that your business will need to make as well as adding an access code you can add a private message so where you may want to add a private message you may have the chairperson of the um of the fund or the entity and they may be specifically required to sign additional documents if that's the case you may want to make a note in the private message to let them know the private message will appear as part of the email and you can also configure a generic email message down below so we can see here the email subject will default to the name of the report that you have run and you can type in a message in relation to that fund and that will be seen by all the individuals signing so this function here for private message is just an additional function which will show both the email message as well as the private message so that's something that can be used i'm not going to use it in this particular example in terms of advanced options there's a couple of things that are doctor sign preset functionality so reminders a very useful functionality there by default it is enabled and it's enabled for seven days and seven days between reminders that just means that if someone hasn't viewed or signed a document they will get a prompt automatically from so if you don't want that turn it off or you can also change the length of time between reminders your expiration uh this might be particularly useful as you approach a lodgement due date if you want to make sure you're getting the documents back in time for you to meet the lodgement deadline then you can adjust the number of days which will give you the date note the date is in american order so it's month followed by days and that's something that you can also configure a number of days when the final warning is sent to the people who are just signed a few other options including the ability to configure or allow mobile friendly signing that's particularly useful for actually uh signing with their fingers for the trustees it is a little bit harder to view particularly the semester report pack on the mobile so generally we recommend that the signers are using a desktop version of to sign the report pack but potentially they may prefer to use their phone if they want to put their own email signature or own signature using their fingers so these are the advanced options the final point to make here is that they are not configurable at a business level so if there's something you want to change you will need to change it each time every time there's a new envelope it will go back to the default of this view so it's just something to keep in mind so it looks like there's quite a lot here but generally speaking you'll be you'll have run a report pack you may add your access code put in your message and review if there's anything to change on the advanced options and you're ready to do the configuration so recommend at this point you go to next you could send now but it's not recommended yet so let's show you now the next screen which is around configuring where someone needs to sign so i'm going to focus your attention on the top left hand side of the screen so i'm selecting here all the individuals that have been tagged two sites i've got elise we've got richie and we've got our tax agent damian and notice that as i select those different roles we are actually getting a different color on the left hand side and those colors are indicating standard fields now what is a standard field effectively standard field is things like a sign here sticker if you imagine a physical world it'd be taking that sticker and saying right well you need to sign this particular location but the sign here sticker does indicate which individual so you can see the color is indicating who that significa effectively relates to we can add things like initials and the date signed so these are all the manual way that we can tag a document if class has not pre-tagged it for us so this is useful where you have additional documents like in the case of macquarie data feed that can be added and then you could add the manual sign here fields in the middle of the screen we have our report so we can scroll through that on the right hand side where you have quite a few reports like in this report pack it can be quite long and tedious to go through the middle screen so the right hand side gives us a shortcut view of all of the screen all the reports and you can see here we've got the pre-tagged indicated by those virtual sign ear stickers so if i click on this page you can see the yellow which remember was at least and the blue which is rich so that's the pre-tagging functionality at work and you can see that in this case it's pre-tagged all of the required sections of the report pack a few other features on this right hand side is you have the ability to rotate now you don't need to necessarily rotate class reports because you'll notice that the orientation of the reports is correct we looked at so the unrealized capital gain you can see it's automatically uh configured to the correct uh orientation as all the investment reports so this is again more if you have a document external to class which you've added in that's where you can use the rotate button you can move documents up and down however not within a report pack so you can see here if i try and move a page and then a report pack it will not let me if i added an additional document and want to move that to the top above the report pack then it would allow me to do that so that's what that functionality is there so the final thing i want to show you is the recipient preview so it's definitely a good idea to go through a final check to see what the recipient experiences before you send that out and quite handily has given us the ability to view this as a desktop view as a tablet view or as a mobile view so we're able to see what it looks like on those different devices again the recommendation would be that desktop desktop view is going to be the cleanest way of signing that so if you click on the top you can select your individual who's going to be signing and you can see what their experience is going to be so if i click on start it'll take me straight to the areas they need to sign i can either click on the sign which will just take me to the next or i can also click on the yellow sign here it will add a signature but this is just a sample so just a signature it doesn't actually show up when the document is sent it's just to give you a bit of a feel for what experience your individuals are going to go through so you can do that for all of your roles and and make sure that what they're saying is correct uh and once you're happy with that then we're good to send the document so um that can be done using the send button here so that's how we configure an envelope as i said it looks like there's quite a lot of functionality to get your head around but once you've done it once or twice it'll be quite seamless especially with the pre-tagging it's really just a matter of checking adding additional tag if there are additional reports that are added and then doing a preview before you send so let me now take you through what the experience is like for the individuals who are going to sign so they're going to receive an email so this is the email with the sign here button the name of the person and you can see that we can configure the logo so i've just clicked on the review document part there so apologies for not showing you that previously i'm going to enter the code that i was received by text and that will take me through to the portal once it has validated and then i can go through the signing experience so you can see here continue uh and i'm not going to save this as a password yet but i can go through and action this document and sign where required so simple as uh selecting the sign here you can choose to draw upload your signature or you can choose the default signature that is going to provide you so i'm going to do that adopt and sign and it's going to take me through to all the locations where i need to sign and then once i've completed that i will get a button here where i can finish so quite a seamless experience for the person who is signing and i'll show you in a moment what it looks like on the side of the administrator so at this point they don't have to sign up they don't have to set up a password they can just say no thanks and they will receive a copy via email anyway so that's the experience for the um for the person signing uh so what we're going to look at very quickly now is the signature tracking console so the signature tracking console it's available both at the entity level uh it's also available at the business level and i'm going to look at it now at the business level and take you through the different functionality that is available here so you can see here the shortcut for signature tracking console and we've got the ability in here to see the different statuses of the envelopes so earlier on when i showed you in the report history section i said that you could if you had run a report go into the report history and open up a document that was already sent for signature if you have a different role for example if i'm the reviewer or the person sending out the envelope you would do this under the signature tracking console so i would come to my draft click on the document that's going to take me to the docker sign portal i can on the right hand side delete a draft if i don't need it anymore i can also delete all drafts if required and that will delete it for everyone in the business and it will automatically delete after 30 days as well we can see here the reports that are pending signature um if i click on the report i can already see two out of three are viewed and two two out of three have signed and it was sent five days ago clicking on this will give me some more details so what it's telling me here is that the um the people have signed are effectively the two members it's just the tax agent who needs to sign us they haven't viewed it yet i haven't um signed it we could resend it if required but in this case the tax agent is going to be in our firm so we can just ask damian to complete that document there the final one that i want to show you and this is quite important as well from a security point of view many of you mentioned that was a very important part and the reason that we aligned ourselves with is because of the security and reliability that provides with the documents that are signed through through doc's own portal so you have the ability to download a completed document at the end of the experience right at the bottom of the report pack so this is a report pack that has been signed right at the bottom of this we all have a complete audit trial so you can see the signatures here sorry uh and here is our audit trail um so i did notice a question that came through a little bit earlier around um you know will the auditors accept uh solution the docker sign class solution uh so here is the full order trail so what we would suggest is to provide that to your audits and have a discussion around you know what they're willing to accept for electronic signatures but this is certainly something that is very important on the macquarie data feed activation specifically for macquarie bank if you're trying to activate that data feed you do need to provide this electronic audit trail as well when you upload the actual signed data feature something to keep in mind if you're wanting to use this functionality for macquarie data fees okay so that's the signature tracking console so a quick reminder available at the business level available the entity level under signature tracking and you're able to go through all the functions here also one more point the rejected ones if a document is rejected um that's probably because there was an error identified by someone they've decided not to sign it so you can then come in here identify the reason and resend that out if required so we've still got two areas to talk about we're going to talk about very quickly the notification setting so how do you know if a document has been signed or rejected or another status so that is under notifications and what we can see here and for those of you who ran our superstream webinar recently uh you would no doubt recall that we went through notifications for rollover and release authority so if you haven't yet configured or added a contact in here please do so by adding a contact contact needs to be someone that's pulled from the business contact screen for electronic signatures we have added a default line so the default line is end block creator the person who creates the info clicks the send button from the dockside portal will automatically receive notification for cancelled completed failed and rejected envelopes uh you can turn that off by just unselecting the box uh and then potentially adding additional contacts so if you know that there is a particular person maybe an office manager who wants to be notified or completed uh envelope so they can then sign us prepare that document for lodgement then you may want to add them in here so remember if the email address needs to change or is not up to date that can be done in the business contact screen all right the final part of the functionality is around white labels so white labels is again a business level setting settings white labels many of you would no doubt have configured white labels in the past for things like your class reports uh your client view or your smsf compilation report signature you can of course have multiple white labels um so there's no limit on how many white levels you create so you will notice that if i click on a white label logos and signatures is what you previously would have noticed or gone to to upload a logo for your relevant sections of class portfolios this will add an entity so smsf trusts or portfolio to a white label so if you click add portfolio it will show you all the entities that are not currently linked to that white label and you can select that to add it to this white label and the new tab that we've added is electronic signatures so that's what i'm going to focus on today so you have here the color scheme and you have the logo so on the left on the right hand side you can see what it looks like in the signing experience so this is when the person signing clicks on the email with the link takes them to the portal this is the branding that they will see with the color scheme that we've set up and the logo that we've set up so you can see that for signing and the actual email template itself in terms of how to configure the colors if you click on here you've got uh the option to enter the rgb code which you could obtain from your marketing department clicking on the arrows will give you different options uh so if you've got a different code like a hex code or something else then you can add it in that way as well so spend a bit of time configuring those colors and uploading your logo i will spend a little bit of time just going through a common issue that we encounter in terms of uploading a logo and how to make sure it doesn't look squished so you do have sizing requirements here and file types as well as the overall size and document so what i want to show you now is how do we configure a logo to the required size we're going to do the one for the email 150 by 150. now i'm just going to start by showing you uh on paint so if you obtain a copy of your logo take it to paint open with paint if you just go and click on resize and put in pixels 150 by 150 and turn off this maintain aspect ratio then this is what it looks like so it doesn't look very good at all because it's been squished so the question we often get is well how do we apply the logo without it looking squished so that's what i'm going to show you very quickly and what we're going to do is take a look at a logo from [Music] that i've been that i've received from a marketing department so i'm going to open that with paint let me show you that experience so this is my original logo so i'm going to go to resize i'm going to go to pixels and i'm going to make this horizontal 150 but i'm going to keep this box tipped okay keep this one ticked now don't worry about my making notes this is all documenting a user guide page which we can share but i just want to show you this experience so it certainly looks a lot smaller now we're going to save this as and we're going to save it with i'm going to add 150 to the name so just 150 to the end save that and i've previously said it's just going to replace it now i'm going to create a new paint uh i'm going to just zoom in just so it's a little bit obvious resize pixels again so it needs to be 150 by 150 i'm going to turn off the maintain aspect ratio make this 150 and save it sorry paste from so i'm just going to move it down into the middle and so that is what i can save and that way it doesn't look squished as uh as it previously did so i'm going to save as 150 150 and that can be uploaded then back in class under here so i've got my email logo which is this one here and if i choose my 5150 open uh upload and then i can save that in terms of what it looks like uh that's the preview there so that's something that is a common question how do you resize a logo without it looking funny get a copy of the logo the original logo from your marketing department and in terms of the user guide page if you're looking for that on class it's called uh how to resize white label logo to ideal dimensions so they're the instructions that's what i've taken you through just now so quite a lot to digest and get through but uh what i'm going to do now is hand back to a mod who's going to take you through the final part of the presentation so thank you a lot thank you i'd like to uh draw attention to to our uh recently launched ideas portal which has been live now for a few months uh we've gotten really great engagement on this portal it's a great way for customers to to tell us directly what problems they want us to be solving for them also creates a great community between customers so not only do customers get to enter new ideas that they want they also get to see what other customers are asking for and if things that are being asked for are resonating with them then they get to upvote on their ideas also uh they get to you know comment on each other ideas and sometimes give each other some workarounds that that may work so um in our context of these signatures we use the ideas portal to to ship 13 new features post our beta launch in feb to continuously enhance the product directly through customer feedback and this would be your place uh once you do adopt this solution and start to engage with it to give us more feedback on what we should be solving for next when it comes to eSignatures so if you haven't already uh signed up uh encourage you to register your interest we'll we'll drop the link in in the chat below uh momentarily uh but if you already uh have sign uh registered your interest and have a login we encourage you to jump on the link uh which will also be in the chat and then engage and tell us um you know what problems you would like us to solve next thanks sir um so yeah i finally wanted to just share that we we have launched the pilot now which is available uh to all uh class customers uh and it's a free pilot uh that you can sign up to and use till 31st of january of next year a lot of you in in our last uh zoom poll uh said that you know almost a third use you know signing backs more than three times for a given entity now if for the audience that is all still using a lot of snail mail think about uh how much inefficiencies that's probably creating in your business and use this free pilot time uh to to just adopt a new way of doing things and you know you've heard from us today about the value but i would love for you to try it for yourself go road test the class solution and see if it really delivers the value uh for your business and yeah there's there's uh there's a small charge uh thereafter so after the pilot but really we encourage you to to go on this link register your interest which would then uh start a conversation with your say uh account manager uh for next steps that's all we have today but we do have some some questions that we want to answer live so we just take a look at that yeah so the first one uh that i just want to pick up is on how do we know which of the data feed providers support electronic signatures so at this point in time certainly macquarie bank has specifically stated that they will accept electronic signatures so they are one that is definitely supporting that in terms of other providers we are working hard to engage with those providers and see if that's something that we can roll out going forward so for now um if you are wanting to use it for macquarie bank just make sure as i mentioned earlier you have a look at the user guide page for the macquarie bank data feed because it does request that you upload a copy of the audit trail from along with the data feed to ensure that they are able to activate that from their end so that's something that's worth pointing out there there's a question about whether we will include a copy of the presentation we will so we will send that out shortly after the presentation and we should by next week also be able to send through a copy of the q a as well as a copy of the recording and as always we will upload that to the training section of our portal training portal under webinars so if you've missed a previous webinar you'd like to go back to please have a look at that section as well i'd like to take a few other questions these are also in uh they've come through our q a uh one of them is uh is the dollar fifty an annual cost that's per entity regardless of the envelope cent um the short answer is is yes but it's in line with the fair usage policy as outlined in the class usage agreement uh the second question that i want to take here is can we pick and choose which funds class from class we adopt key signing for um so in the current model it's it's all funds and entities that are under the business that will have to adopt the solution typically we have heard some uh i guess concerns during the beta phase of of maybe the older generation or maybe the less tech savvy generation that was not too inclined but we've seen that change recently especially with the advent of govind whereas the adoption and the engagement from those audiences used to be around 10 that's risen to close to 50 so times are changing even with with those type of customers and and ovid has accelerated that so that's one of your concerns i would really encourage you to again just try try out the free pilot and then and and get get those uh customers to to experience things in a different way uh and and see if you can get the same results as some of our data clients i do and one more that i'd like to to pick up on a mod there's a question about um how do we have the functionality turned on uh so we've included a link in the presentation slide i think we'll also send that out to you guys shortly but effectively you do need to sign up to have this functionality enabled um so even for the free trial something you need to register your interest in and then we'll reach out to you with instructions as to what to do to have the functionally turned on but if you are finding that you don't see some of the screens some of the functionality for example the send for signing buttons when you're using class that will be why so just reach out to us using the link that we provide and we will work with you to get that turned on for you all right is there anything else that you wanted to touch on a model uh we can take a few more live questions uh one of them is uh how would the pricing work if we only send one document per year so it is a flat fee at this point of a dollar fifty per entity per month um regardless of usage okay i do have another question then uh from ye about um if you add a document to the envelope is it possible to arrange it before the combined report um so yes that is possible so as i mentioned you are able to move documents if they're separate documents you're able to move them up and down so you could for example put a letter if you wanted to at the top you could move that to the top of the report pack so that is something that can can be done all right so look we thank you for all your engagement and your questions uh for any of that we haven't yet managed to answer as i mentioned we will do so um we will provide a copy of all the q a next week along with the reporting so thank you very much for your time engaged from the polls uh and we look forward to you using our new electronic signature functionality very soon and we look forward to catching up with you at one of our featured webinars so thank you for joining us thank you so much thank you [Music]