Sign Up a Client

Client List

2Shakes is designed so you can sign up a group of related entities all on the same agreement if you wish. An example of this might be where you have two partners who own several businesses together, and also hold some assets in a trust. In this case an agreement might be with the two individuals, their two businesses and also their trust.

Main Signatory name and role entered is your main contact person. They must be able to sign for all the organisations in the client group. You must choose if the main signatory is also signing up as an individual client.

Add an Individual button lets you add in additional people who you will represent as an individual client, who are part of this client group.

Individuals in the client group need to sign for themselves (the main signatory normally won’t sign for other individual people, unless there is a valid reason Deceased estate).

(Note: If you need to ask multiple people to sign for an organisation you will need to do a single entity agreement and add them on the parties and signatories page, see below.)

Add an Organisation button lets you add in companies, Trusts, partnerships or other entities who are part of the client group. You can type in part of the name and select Search ABN to pull in ABN data.

Address type in the address. Our address finder will pull matching addresses for you to select. Click Proceed to move to the Services & Fees page.

Services, Fees, Authorities

Information from your profile is pulled in to the agreement from your Profile. 

What services will you provide to the client? If required, change the services description or deselect/select from the tick box list.

Fees text can be changed if needed to reflect what you have agreed with your client.

Terms & Conditions A drop down box allows you to choose between standard and alternative Term & Conditions (if applicable).

What attachments should be sent to the Client? The attachments that you loaded from your Profile page show here. The default is to send them all, so deselect any you DO NOT want to be included. Click Proceed to move to the Authorities screen.

The authorities you set up in the Profile page will show here.  Select those that apply or deselect those that do not apply for your client.

Parties and Signatories

Parties shows the organisations and individuals in the sign up list.  You need to decide who will sign up the agreement and how they will sign.

Select who signs this agreement lists the individuals who normally would need to sign to the agreement. A Client list with more than one individual will show a main signatory and other signatories. A single entity agreement will show a main signatory and an Add Signatory button (you can add all directors to sign for example).

The following options are available:

• Method: Choose if the person will sign via email, signed on printed paper or does not need to sign (deceased estate etc.).

• IDV type: Chose if you want to biometrically verify proof of identity, if you will manually check identity or if no identity check is needed. If you are seeking to act as an (BAS or TAS agent), then no identity will not appear as an option.

• Save Draft saves the current agreement on your Dashboard page.

• Draft PDF opens a draft PDF of the agreement so you can see what will be created after signing.

• Signing / Agreement Email lets you review and amend the emails that will be sent to you client asking them to sign and then again after they have sign when the signed agreement is emailed to them.

• Notes & Files: Allows you to create text notes or upload documents or files against the agreement for later reference.

• Proceed to Signing moves to the Agreement Management screen and will trigger signing emails being sent.

What's Next?

Each time a party signs or completes their Identity process their status updates on the Agreement management screen. You can access the agreement manage screen from the Dashboard

When all parties have signed, Identity checks are completed each party is emailed the completed signed. agreement.