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Log on to 2Shakes. The first time you log on you will go to the Profile page. After your profile is set up, and on subsequent logons, you will automatically go to the Dashboard. From the top navigation, choose Start>Sign Up to start a client Sign Up process. This creates an Agreement and optionally captures Authority to Act and does AML Customer Due Diligence.
The fist step is to identify the entities you are signing up. You can search for entities on the Companies office or chose to manually type in client details. 2Shakes will pull through directors and ask if they should be added to the sign up list (as a signatory for the entity or as an individual). You can search for additional entities or manually add other entities until you have a full list for your client. The IRD field should also be captured if known.
After you have selected all the entities you should determine which address to use, then proceed to the next screen.
You can find out more information about what to do If your client is a:
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.
The Parties from the sign up list will show. You need to decide who will sign up the agreement and how they will sign.
Select the name of the person signing to see their status at the bottom of the screen.
Once all parties have signed the following happens
Watch this video to see the whole end to end sign up process for 2Shakes.
This shorter video just focuses on the Sign Up List.
Watch this video to see how the sign up process works after you have completed your sign up list on 2Shakes.
After you have signed up client up with 2Shakes at a later date you might find it useful to renew or update the agreement. The 2Shakes renewal option makes renewal easy. We allow you to recreate the original 2Shakes agreement, change any detaills, and then resend the agreement to you client for signing.
From the Agreements screen select the agreement you want to renew by click on the client name. This will take you to the Agreement Confirmation page. To renew the agreement click on the Renew Agreement button,
When you click on Renew Agreement, a client signup will be launched with:
Once launched as a renewal, the signup is the same as the normal process.
To keep up to date with the latest news from 2Shakes!