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Introduction: This guide provides instructions about signing documents using integration between SIGNiX CIP/OFAC and Docupace, which allows a firm document flow.

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Date

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January 2021

Provided comprehensive documentation about the SIGNiX CIP/OFAC functionality integrated into Docupace for providing a firm document flow.

Audience: Broaker Dealers, Back Office, and Docupace Admins.

Functionality: SIGNiX is a provider of digital signature and customer identification technology, which allows users to electronically sign documents as well as perform the required customer identification verification. Integration between SIGNiX CIP/OFAC and Docupace ensures a solid and compliant document flow for the Work Item processing.

The Docupace platform provides the option of either wet-signing (signing via pen and paper) or eSigning (signing via secure, electronic signature process) documents. This guide covers the eSigning process using the SIGNiX integration.

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titleVersion History

Date

Change

Feb 2023

Updated to reflect current version

Dec 2020

Initial Version

Change History

Audience: Financial Professionals, Back Office Users

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Functionality: The SIGNiX integration functionality allows Advisors and external users to electronically sign their Client Account forms.

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