DocuSignFrom ready to review.
To ready to sign.
A connected signing journey for your advice workspace and client portal. Currently in development.
01 / PREPARE
Prepare the document.
Keep the client in view.
The planned workflow starts in Advium: choose the document, add the people who need to sign and prepare the signing fields.
- Set recipients and signing order.
- Review the document before sending.
Client document
02 / SIGN
A familiar place
to take the next step.
Bring DocuSign signing into the Advium client portal, so clients can move from reviewing their documents to signing them.
- Portal, email or both delivery options.
- DocuSign handles the signing experience.
Your documents
03 / FOLLOW THROUGH
Know where it stands.
Keep the signed record.
The development workflow tracks the signing request and retrieves the completed document and certificate once completion is verified.
- See progress alongside the client’s work.
- Keep the signed PDF and completion certificate.
Signing request
YOUR FIRM, YOUR CHOICES
Connected.
With your control.
Start with a sandbox
The current implementation is a development preview using a DocuSign sandbox. Production rollout and firm eligibility still need confirmation.
Review before sending
Your team checks the document, recipients and delivery route. A signing request is a deliberate action.
A few useful answers.
Can our firm use this today?
This is a development preview, not a generally available production connector. Ask Advium to show the sandbox workflow and confirm rollout plans for your firm.
Will clients sign within the Advium portal?
That is the workflow being built: launch the DocuSign signing experience from the client portal and return after signing. Portal access and the firm’s configuration must be in place.
What will be kept after signing?
The development workflow retrieves a signed PDF and completion certificate after verified completion. Confirm the final rollout behaviour with Advium before using it for client documents.
TAKE THE CONVERSATION FURTHER
A guide for
your whole team.
Share the planned signing journey with your team. The guide clearly identifies what is still in development.
PDF · October 2026 · Development preview