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Manual

To save your progress manually, click the save and close button at the top of the Wizard. The AnnuityNet Wizard will save your progress and navigate back to the Dashboard. You can return to the transaction at any time by clicking on the work item in your queue. The Wizard will launch the transaction, and you can resume your work.

The Save and Close Button is highlighted in red. Image RemovedThe Save and Close Button is highlighted in red. Image Added

Save and Close Button

Automatic

Whenever you click the next button to proceed to the next screen, the Wizard saves your work. If you close the window or lose power, any changes on your current screen will not be saved. However, all screens you navigated away from using the navigation arrows will be saved.

Note

Automatic Security Timeout

: For security reasons, the Wizard has a default timeout. After 40 minutes of inactivity, the Wizard saves the transaction and then returns to the dashboard. You may need to log back into Docupace.

Resuming Your Progress

The Wizard returns you to the first screen for that transaction. You can return to a specific section by using the navigation links on the left side of the screen. 

The image shows the AnnuityNet Navigation Links, most marked complete, with a red box highlighting them.

AnnuityNet Navigation Links