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Admin User Guide for AnnuityNet Integration


Info
titleIntroduction
The AnnuityNet Wizard allows Advisors and Field Agents to speed up the new account creation process for annuity transactions and finalize client documents for signing. Completing a transaction with the Wizard typically takes between 15 and 45 minutes. This

Introduction:  This guide provides an explanation of the steps required to manage the AnnuityNet Wizard and update settings

. You may view this guide in order or skip to a specific section using the navigation links to the left

.

AnnuityNet is an optional integration for Docupace. Because of the customizable nature of both Docupace and AnnuityNet, the screens you see may appear slightly different

that

than the ones in this guide. However, the mechanics are the same.

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Note

Important Note: File size is limited to 6 Mb/PDF and 36 Mb/envelope.

Table of Contents

Page Tree

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rootAnnuityNet Admin

User

Guide

for AnnuityNet Integration

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Change Log:

Date

Changes

July 2020

Comprehensive documentation for the AnnuityNet Integration

Oct 2020

Added note about file size limitations imposed by the DTCC

Audience: Docupace Admins responsible for managing a site’s AnnuityNet integration

Functionality: The AnnuityNet Wizard allows Advisors and Field Agents to speed up the new account creation process for annuity transactions and finalize client documents for signing. Completing a transaction with the Wizard typically takes between 15 and 45 minutes.