From document prep to client signature: Docscentre and FuseSign
integration
Preparing accurate company documents is important, but it is not always the final step before those documents
reach the client.
Sometimes everything is complete and ready to sign. Other times, the firm may want to review the package,
include a client letter or invoice, or add supporting documents first.
The integration between Docscentre and FuseSign
connects these stages by giving firms two ways to move eligible company documents from preparation into signing.
Connecting document preparation and digital signing
Docscentre provides the technology supporting Constitute,
Castle Corporate, NTAA
Corporate
and PantherCorp. Through these providers, accountants and advisers can prepare
company documents before moving them into FuseSign for digital signing.
Eligible post-registration company documents can be sent from the provider’s existing document preparation
workflow into FuseSign. The firm can then choose how the documents progress based on whether the client package is ready to send.
Not every document package reaches the signing stage in the same condition.
Some documents are complete and ready to go. Others need a final review or must be combined with additional
client paperwork.
The Docscentre integration accommodates both situations through two delivery options:Sign
NowandReview First.
Sign Now
When the company documents are complete and ready for the client, they can be sent to FuseSign as an active
signing request.
The client receives the request according to the default settings in the firm’s FuseSign account, with the
practice’s branding carried through where it has already been configured. The client can then open the request and complete the required
signatures.
This provides a direct path from prepared company documents to client signing when no further review or
supporting paperwork is required.
Review First
When the company documents are complete and ready for the client, they can be sent to FuseSign as an active
signing request.
Sometimes the company document is ready, but the complete client package is not.
The Review First option sends the documents to FuseSign as a draft instead of immediately issuing the signing
request. This gives the firm an opportunity to review the package, make any required changes and add other documents before anything
reaches the client.
Additional documents could include:
An invoice
A client letter
A trust deed
Other supporting client documents
Once the package is complete, the firm can request signatures and send everything to the client through
FuseSign as one convenient signing package.
Speed when you need it, control when it matters
The choice between Sign Now and Review First is what makes this integration particularly useful.
If the documents are complete, the firm can move directly into signing without rebuilding the request. If more
preparation is required, the documents can remain as a draft until the full client package is ready.
Docscentre
and FuseSign document handover
1
The relevant Docscentre provider prepares the eligible company documents
2
The firm chooses whether to send them to FuseSign as active or draft
3
Ready documents can move directly to the client
4
Draft documents can be reviewed and combined with other client paperwork
5
The client receives the completed package through FuseSign
Rather than applying the same process to every matter, firms can choose the option that reflects what needs to
happen next.
Strengthening a long-standing industry relationship
The integration also builds on an established relationship between the FuseSign and Docscentre teams through
shared involvement in the accounting technology community.
“We’ve had the opportunity to connect with the Docscentre team many times over the years through BGL RegTech and the wider accounting
technology community, so it’s fantastic to strengthen that relationship through this integration.
"What stands out about the workflow is the choice it gives firms. Documents that are ready can move directly to the client for
signing, while those requiring a final review or additional supporting paperwork can be received in FuseSign as a draft and completed
first.
"It’s a practical way to connect document preparation with a simple signing experience while keeping the firm in control of
what the client receives.”
Jon MelloyHead of Partnerships & Marketing, FuseSign
One complete package for the client
Company documentation will not always be the only material a client needs.
A firm may also want to explain the documents, provide an invoice or include related paperwork as part of the
same client interaction. Sending these items separately can create a fragmented experience and make it harder for the client to understand
what requires attention.
With Review First, supporting documents can be added before the signing request is sent. The client can then
receive the relevant paperwork together through FuseSign’s straightforward digital signing experience.
For the firm, this provides greater control over the final package. For the client, it provides a clearer path
through the documents requiring attention.
Supporting trusted corporate compliance providers
The FuseSign integration is available through four legal document providers supported by Docscentre
technology:
Users can access the integration through the workflow of their relevant provider. Each offers the same choice
between sending documents immediately or reviewing the signing package first.
This means firms already using one of these providers can bring FuseSign into a familiar company document
workflow.
Keeping firms in control
The integration supports the signing workflow, butthe firm remains responsiblefor deciding which documents are appropriate for electronic execution.
This is particularly important when users add their own supporting documents through Review First. The
integration does not determine whether an additional document is legally suitable for electronic signing. Firms should continue to
consider the relevant requirements before sending documents electronically.
Rather than removing the firm’s judgement, the integration provides more control over how prepared company
documents are packaged and delivered to the client.
A more flexible path from prep to signature
The Docscentre and FuseSign integration brings legal document preparation and digital signing into a more
connected workflow.
Firms can send completed documents straight to the client when everything is ready, or pause at the draft
stage to review the package and include additional client paperwork.
That choice helps firms balance speed with control while giving clients one clear and convenient way to
complete their documents.
Eligible post-registration company documents are available through the integration, with pre-registration
company documents, including company consents, planned as the next stage.
