Setting up Additional Users

Create additional users in the Profile > Users page.  This will send a request through for the new user to create a password to use the 2Shakes account.  You will be able to see all activity of all users on the Dashboard.

Forgotten Username or Passwords

If you have forgotten your username then contact support. To reset your password, use the Forgot Password link on the Login screen.

Xero Integrations

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

For AML Only, the Client and Beneficial Owners are uploaded in the same way.

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.

Acting for a Deceased Estate

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 AML applies add any additional executors to the people for IDV section on the AML screen if you can complete Customer Due Diligence checks on them.

AML 

Anti Money Laundering/Countering Financing of Terrorism Legislation is extended under Phase 2 to include Accountants & Bookkeepers, Lawyers, Real Estate Agents and Traders of high value goods. 2Shakes helps you complete Customer Due Diligence checks 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 uses are free.  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.

Trusts

If you are dealing with a trust as a client you can manually add it as an organisation.  Their are specific requirements for Trusts if AML applies.

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 change the mobile number or 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.  If you need to change the agreement after it is completed,  you need to create a new agreement to superseed it. You can use the ‘Renewal button to 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.

What does the electronic Idenity Verification report show me?

The results of a range of checks are done when a client’s details are sent in for eIDV, find out more here.

My questions answer is not 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.