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1

On your dashboard, select the Pending Advisor Review queue and click on your work item.

Figure 1: eSigning > Pending Advisor Review queue

2

The work item opens. Scroll down to the Client Documents pane and check whether all the required documents are present. Ensure that all the mandatory fields are filled in and the validations are cleared out.

Note

Once the documents are sent for e-signing, they are locked down and non-editable.


Figure 2: Adding optional documents for eSigning

3

Docupace doesn’t allow you to send the documents for e-signing if certain mandatory fields are not filled in. The following image shows the kind of error messages that pop up.

Note

For more information on the work item panes and field validations, refer to the Starting Point – Overview – User Guide V1.0.

Figure 3: Error Messages

4

Select eSign under the actions button. The Recipient Transactions page opens. The signers identified on the bundle of forms will show up on the list of signers.

Tip

Tip

If you do not see the list of correct signers, there might be a technical glitch with the form. Contact your support team to resolve the issue. In the example below, the primary and secondary recipients are expected to sign. Click on each of the Recipient records.

Tip

Tip

You can add additional signers to the list by clicking the Add button. Refer to the Setting up Additional Signers section for more information.

Figure 4: Recipient Transactions

5

On clicking a record, the respective Details form opens. Check the accuracy of the details filled in. Enter any additional details that are required.

Note

Refer to the Recipient Transactions – Details Page Fields section below for more information on the fields.


Figure 5: Recipient Transactions – Details Form

6

Click on the Save and Close button to save the entered details and close the form.

7

Click on the eSign button in the Recipient Transactions page.

Figure 6: Generating document bundle for eSigning - eSign button

8

Upon clicking eSign, the system bundles the documents into DocuSign envelope and sends them to the recipients according to the order specified in the list.

Recipient Order

  1. After all the recipients complete eSigning, they will receive an email with a link to the documents.

  2. The rep will receive an email to sign the documents once all the signers have completed the e-signing process.

  3. DocuSign is the e-Sign solution used by Docupace. To access the documents on DocuSign as a signer, you must complete the authentication process

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