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Introduction |
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: This guide provides an explanation of the steps required to manage the AnnuityNet Wizard and update settings. |
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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 |
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than the ones in this guide. However, the mechanics are the same. |
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Important Note: File size is limited to 6 Mb/PDF and 36 Mb/envelope. |
Table of Contents
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Change Log:
Date | Changes |
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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.