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Introduction: 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

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Change Log:

Date

Changes

December 2020

Provided Comprehensive Documentation about the SIGNiX functionality supporting CIP/OFAC

Audience: Broaker Dealers and Docupace Admins.

Functionality:

covers the eSigning process using the SIGNiX integration.

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titleVersion History

Date

Change

Feb 2023

Updated to reflect the current version

Dec 2020

Initial Version

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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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