Click on Images to Expand Them
There are several actions you can take while in the Wizard.
Action | Icon/Button | Description | |||
---|---|---|---|---|---|
1 | Save and Close | Click this icon if you need to return later. It will save your progress and return you to the Docupace Dashboard. | |||
2 | Validate | Click this icon to validate the information on you have just entered into the Wizard.
| |||
3 | Previous | Clicking this button saves your progress and returns you to the previous screen. | |||
4 | Next | Clicking this button saves your progress and takes you to the next screen. | |||
5 | Proceed Anyways | This button only appears when you attempt to navigate away from a screen that is missing required information. If you click it, the Wizard will mark the section incomplete. | |||
6 | Confirm Contract Feature Selections and Submit Transaction | After you click this button, the AnnuityNet Wizard begins a final verification process. Once the information is validated and the transaction is in good order (IGO), the completed carrier forms are added to work item.
|