FAQs

Find answers to common questions in 2Shakes. You can use the links below to jump quickly to the relevant section:

How to Use 2Shakes

You can also find lots of scenario-specific help in our Resources Page.

  • 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.

Help with Pricing

You can find lots more help on our Pricing Page.

  • The initial 10 client groups you sign up through 2Shakes are free. You get access to use paid Biometric ID Verification or PEP check add ons. These are optional and you will be charge if you decide to use these while on the 10 Free plan.

    After your 10 free uses, you will be charged either a monthly fee or a fee per use. Ongoing charges will apply.

    More information is on the Pricing page and is email to you when your account is activated.

    All prices are in Australian Dollars and exclude GST.

  • The Initial Usage for the first 10 client groups put through 2Shakes are free.

    If you use any paid Add-ons, such as the Biometric ID Verification or PEP & Sanctions checks, they are charged. .

    With a paid add-on there would have been a pop-up explaining the cost when you clicked Proceed to Sign, also asking you to enter your credit/debit card details.

    It is the paid Add-ons that are on your bill.

  • We only want you to pay for what you need in 2Shakes.

    Most of our customers have an ongoing relationship with clients. So they keep them in 2Shakes, and pay the Ongoing Charges, because they want to do Renewals, Ongoing Customer Due Diligence, and Audits/Reporting.

    If you have clients you no longer wish to pay an ongoing fee for, you can download the information from 2Shakes (Agreement, Authorities, Notes & Files, etc), and then delete the client.

    To delete, you select Allow Delete from the Dashboard, and click Search. That refreshes the page with a new Delete option on the right hand side.

If you are unsure of any part of the process, or need further information, please either contact the organisation you are dealing with, contact us or email us at support@2shakes.com.au, thank you.

Thanks very much,
The 2Shakes Team