Setting up staff

In the Profile section under Staff you can add staff. This will send a request through for the team to create a username and password to use your 2Shakes account.  You willl be able to see all agreements created by the staff account on the Agreements Dashboard page.

Forgotten Username or Passwords

If you have forgotten your user name or password then contact support.

Xero Integrations

The client, directors or other signing parties, and the agreement can be automatically uploaded to Xero Practice Manager or Workflow Max at a click of a button.  Go to the Agreements Dashboard page.

Uploading to my CRM

If you don’t use Xero Practice Manager or Workflow Max you can download a CSV file into excel. Many software providers can allow you to upload information from a CSV file into their application.

Signing on Paper

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. Find out how to use Sign on Paper here.

Suggestions 

If you have an idea or suggestion to make 2Shakes work better for you, we would love to hear from you.  Please email us at info@2Shakes.co.nz or use our online form.

Prepare for AML 

Anti Money Laudering, Counter Funding of Terrorism Legislation is being extended to include Accountants & Bookkeepers, Lawyers, Real Estate Agents and Traders of high value goods. These professions will need to meet AML requirements to Know Your Customer (KYC) when preforming transactions for their clients. 2Shakes helps you identify your clients at sign up, to allow you to meet these AML requirements.  Read more about what you need to do to comply with AML and how 2Shakes helps here.

Charges

2Shakes pricing plans start from FREE.  The first 10 entities you sign up a year are free! Then our charges are based on your usage.  You can find out more about our pricing plans here.

2Shakes also intergrates with state of the art third party identity verification software. This gives you the option of verifying the identity of your clients when you onboard them.  If you choose to do electronic Identity Verification (eIDV) then additional charges will apply.  These charges are also shown on the pricing page.

Changing the agreement after it is sent for signing

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.   You can read more About correcting agreements here.

But I only need to changing the mobile number of email…

If you have used the wrong email address or mobile phone number for the client you can change it to resend a new SMS text or email to a signer without needing to revert to draft.  To to this go into the agreement and select the edit button next to the relevant person.

The agreement is signed but something needs to change

If the agreement has been fully signed it goes into a status of complete.  To change it you need to create a new agreement to superseed the incorrect one.  2Shakes makes this process easy with renewals.  So if you need to change it after it is signed go into the agreement and use the ‘Renewal button.  This will create a new agreement, that you can edit that is based off your signed agreement that you can send out for resigning.

There are more details about how you can manage agreeements in 2Shakes by understanding the status and versioning here.

If you have other questions please contact support at 2Shakes and we will answer them.  We will continue to update our FAQ page going forward.