Australia's Leading Locally Owned Digital Signing Platform with Seamless BGL Integration
Overview
PleaseSign, trusted by thousands of businesses and nearly one million users, is Australia’s first locally owned and operated digital signing platform. With PleaseSign, businesses can securely send documents for signing directly from the BGL platform, streamlining compliance processes across BGL’s suite, including Simple Fund 360 and Simple Invest 360. Additionally, BGL is nearing completion of CAS360 integration, which will further enhance digital signing capabilities for compliance management.
To prioritise data security and privacy, PleaseSign uses ISO27001-certified servers, ensuring that sensitive information is stored and managed according to rigorous international standards. Our Australian-based data storage aligns with local compliance requirements, and our Australian-based support team is ready to assist during normal business hours, allowing clients to connect with local experts when needed.
PleaseSign’s powerful BGL integrations support seamless document signing and management across devices, making it easy for BGL clients to stay compliant and keep workflows moving from anywhere.
Getting Started with PleaseSign
To set up an account with PleaseSign, visit www.pleasesign.com.au/register and follow the prompts to create your account. Once registered, you’ll have full access to PleaseSign features, including BGL platform integration, to simplify your document signing and compliance management.
PleaseSign Pre-Requisites
Before setting up integration between BGL and Please Sign, you will need to first generate PleaseSign Public Key and Secret Key
1. Log into PleaseSignSetting up PleaseSign with Simple Invest 360
This guide provides step-by-step instructions for configuring digital signing within Simple Invest 360. For more on digitally signing compliance documents, visit Digital Signing in Simple Fund 360.
1. From within Simple Invest 360, hover your cursor over the BGL App Switcher, located at the top right-hand corner of the screen. Select Integrations
2. You will be directed to our Integrations screen. In the top right-hand corner, select Practice Apps then select Digital Signing.
3. Under Digital Signing click the gear icon in the PleaseSign app.
5. From within the Digital Signing tab, enter the previously saved PleaseSign public key and secret key into their respective fields, then click Connect to PleaseSign.
6. You will be redirected to the PleaseSign website. Input your PleaseSign account credentials (email and password) on this page and click Continue.
7. If this is the first time you turn on the Please Sign, you will see the following screen after clicking Continue. Please select Allow Access to continue the Please Sign integration with BGL.
8. Once your details have been confirmed, you will be taken back to the Integrations screen. Within the integrations screen, the PleaseSign integration will be marked as Active, and the Please Sign integration will be complete.
FAQs
To get started, register for a free trial at www.pleasesign.com.au. After registration, contact PleaseSign support to upgrade your account for API access, enabling connection with BGL.
PleaseSign offers competitive pricing. For special BGL rates, please contact our support team directly.
No, currently BGL only supports a firm using one signing provider.
When directors/trustees have the same email address, the digital signing will still be supported by CAS 360 and Simple Invest 360. The email address will receive separate emails which will be addressed to each director for signing.
However, for legal reasons, it is highly recommended to have separate email addresses. To meet the legal requirements of electronic signatures under the Electronic Transactions Act 1999, each signatory must be identified and the electronic signing process must confirm their intent to sign.
If trustees or directors share an email account/address, it is difficult to confirm these requirements.
You will not be able to sign the document. Please re-create the document with a different email for the signer. This does not impact if there are 2 or more signers for the document.
What is the workaround for this?
- For Gmail, you may use +1 for your signer email. e.g. abc+1@gmail.com
- For other email providers, please use another email address