FAQs

You can have as many users in 2Shakes as you like.

Create additional users in the Business Profile > Users page. This will send a request through for the new user to create a password and set up 2FA to use the 2Shakes account.

You will be able to see all activity of all users on the Dashboard.

Users with Admin checked can edit the Business Profile.

If you have forgotten your username then contact support.

If you remember your username you can reset your own password, use the Forgot Password link on the Login screen.

If you change phone, Google Authenticator has an export function so you can move the code to your new phone.

If that’s not possible (including a lost phone) please contact Support and we will reset 2FA for your account.

For a Sign Up, the new client (or other signing parties), and the agreement can be automatically uploaded to Xero Practice Manager by clicking the Upload to Practice Manager button in the client Management screen (accessed from the Dashboard).

If you don’t use Xero Practice Manager you can download a CSV file into excel.

Many software providers can allow you to upload information from a CSV file into their application.

Not everyone wants to sign electronically. Some clients prefer paper, some don’t use mobile phones or the internet.

WIth 2Shakes you can select the option for your clients to sign on paper.

You can upload and store the signed documents in 2Shakes.

You can get authority to act for a deceased estate with 2Shakes by adding the estate as an organisation. Add the executor as the main contact (not an individual client). When the estate is the only entity on the agreement you can add additional executors who need to sign on the parties and signatories page.

If you are dealing with a Trust as a client you can manually add it as an organisation.

When the agreement is sent for signing it goes into the status of signing in progress and is ‘locked’ from changes.

If you need to make a change to the agreement before it is fully signed, you can do this by reverting it to draft. and then resend it out again for signing.

Unfortunately, since it is a legal document, progress (e.g. signatories that have signed) will be lost.

NB: If someone had done a Biometric IDV as part of the progress, go to their IDV Report and save it to PDF. Then after reverting to draft you can select that person as Manual IDV the second time, and attach the IDV Report to Notes & Files.

If the agreement has been fully signed, and any IDV of Signatories has been done, it goes into a status of Complete.

If you need to change the agreement after it is Complete, you can create a renewed agreement to supersede it.

You can use the Renew button to create the new agreement based off your signed agreement, which you can then edit and send out for signing.

For Biometric IDV:

To change the email address, use Edit Options as above.

If the person has already entered their mobile number, and the Biometric SMS Text has been sent, the 2Shakes status for them is SMS Sent.

If they entered the wrong number, ask hem to use the (backup) emailed link instead - this is the same link as the text, it just needs to be opened on a mobile phone.

If they had the wrong mobile number, and can’t access the emailed link, you either send a new text or revert to manual IDV.

Please see our Biometric IDV Page for more information.

You can get details of reading the Biometric IDV Report Page.