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Viewing Available Document Versions
This section explains how to work with document versions.
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Click on the Dashboard link to view current work items assigned to you. Image Added
Click on the work item you want to view. A list of documents for that work item will display. Image Added
Hover your mouse over the document that you want to view and click on the pencil icon. Image Added
Scroll down in the Details window and click the Image History dropdown menu to view the list of other versions.
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Introduction
Select a document from the dropdown list. The version will display to the right. NOTE
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Marking Document Versions as Approved
As a reviewer, you can use the “stamping” tool to mark a document version’s status. For example, you can mark a version as “Approved” prior to moving it to the next stage in the workflow.
Rw ui steps macro | |||||
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Click on the Dashboard link to view current work items assigned to you. Image Added
Click on the work item you want to view. A list of documents for that work item will display. Image Added
Hover your mouse over the document that you want to view and click on the pencil icon. A Detail window will open on the left side of your screen. Image Added
Click the box next to the item and click the Stamp button (located above the list of documents). A pop-up window will appear asking you to confirm your choice. Image Added
Click Complete to mark the document as Approved/Reviewed. This will create a new version of the document after the eSigned document that you may want to submit to Clearinghouse. Image Added |
Forwarding An eSigned Version to Clearinghouse
Once you have reviewed your document and are satisfied with it, you can forward the eSigned copy to Clearinghouse.
Rw ui steps macro | |||||||
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Click on the Dashboard link to view current work items assigned to you. Image Added
Click on the work item you want to view. Image Added
A list of documents for that work item will display. Hover your mouse over the document that you want to view and click on the pencil icon. Image Added
Scroll down in the Details window and click the Image History dropdown menu. Image Added
Select the eSigned version of the document and scroll through to confirm that the client(s) and/or Rep’s signatures are on the form.
Scroll to select the Send to Clearinghouse dropdown and verify that it is set to “Yes”. Image Added
Click Approved (or other Action button your firm has selected) to indicate the final step of Approval. Image Added |
Audience: Field and Back Office users
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Functionality: Docupace allows you to easily view the list of available versions for a document, and specify which document version is approved. Once you select an approved version, you can send the final eSigned version to Clearinghouse. |
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