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Introduction: The Docupace platform provides the option of either wet-signing (signing via pen and paper) or eSigning (signing via secure, electronic signature process) documents. This guide covers the eSigning process using the DocuSign integration.

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titleVersion History

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Change

Feb 2023

Updated to reflect current version

Dec 2020

Initial Version

Change History

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Audience: Financial Professionals, Back Office Users

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Functionality: The SIGNiX integration functionality allows Advisors and external users to electronically sign their Client Account forms.

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cqllabel in ( "esign" , "docusign" , "esignatures" , "signix" ) and type = "page" and space in ( currentSpace ( ) , "HG" )