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To prepare the documents for esigningeSigning, perform the following steps:

Tip

If you do not see the list of correct signers, there might be a technical glitch with the form. Contact your support team to resolve the issue. In the example below, the primary and secondary recipients are expected to sign. Click on each of the Recipient records.

Click eSign to continue.

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On your dashboard, select the Pending Advisor Review queue and click on your Work Item.

Image RemovedFigure 1: eSigning > Pending Advisor Review queueImage Added
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The Work Item opens. Scroll down to the Client Documents pane and check whether all the required documents are present. Ensure that all the mandatory fields are filled in and the validations are cleared out.

Note

: Once the documents are sent for

e-signing

eSigning, they are locked down and non-editable.

Image RemovedFigure 2: Adding optional documents for eSigningImage Added
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Docupace doesn’t allow you to send the documents for e-signing if certain mandatory fields are not filled in. The following image shows the kind of error messages that pop up.

Note

: For more information on the Work Item panes and field validations, refer to the Starting Point – Overview – User Guide V1.0.

Image ModifiedFigure 3: Error Messages
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Select

Click eSign under the

actions

Actions button.

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The Recipient Transactions page opens. The signers identified on the bundle of forms will

show up

be displayed on the list of signers.

Tip
Tip

Tip

: You can add

additional

signers to the list by clicking the Add button.

Refer

For more information, refer to the Setting up Additional Signers section

for more information

.

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Figure 4: Recipient Transactions

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On clicking a record, the respective Details form opens. Check the accuracy of the details filled in. Enter any additional details that are required.

Note

Refer to the Recipient Transactions – Details Page Fields section below for more information on the fields.

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Figure 5: Recipient Transactions – Details Form

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Click on the Save and Close button to save the entered details and close the form.

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Click on the eSign button in the Recipient Transactions page.

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Figure 6: Generating document bundle for eSigning - eSign button

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Upon clicking eSign, the system bundles the documents into

DocuSign

an envelope and sends them to the recipients

according to

based on the order specified in

the list.

Recipient Order

  1. After all the recipients complete eSigning, they will receive an email with a link to the documents.

  2. The rep will receive an email to sign the documents once all the signers have completed the e-signing process.

  3. DocuSign is the e-Sign solution used by Docupace. To access the documents on DocuSign as a signer, you must complete the authentication process

Docupace. The system also displays a confirmation message.

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Recipient Transactions – Details Page Fields

Field

Description

Recipient Type

This is a mandatory dropdown field that is pre-populated based on the form configuration and should not be changed. The field describes the type of signer. In this example, it is the primary signer

Recipient Mode

This is a mandatory dropdown field. Use this field to choose how the clients access the documents for eSigning:

  • eSign – In Person

– To eSign in person, select this option.

Note

To e-Sign in Person’,

  • : the clients (signers) would have to be present “on-location”

so that they can

  • to sign the forms opened on the reps’ electronic devices.

  • eSign Remote

– To sign remotely, select this option.

  • : The signers will receive a link by email to open and sign the documents.

Note

: By default, this option is selected upon opening the Details form.

Note

The system sends an eSign link to the email address entered in this field.

First Name, Last Name, Email,

These are mandatory fields that are pre-filled based on the form configuration but should be checked for accuracy before sending the forms for

e-signing

eSigning.

Note

: The system sends an eSign link to the email address entered in this field.

TIN/SSN

This field is pre-filled based on the form configuration and mandatory if the Recipient Authentication Mode = ‘KBAOneClick’

Recipient Authentication Mode

Before eSigning, it is required to complete the authentication process. There are three types of authentication modes:

Note

KBAOneClick –

  • KBA (Knowledge-based Authentication)

mode

  • : The system will present

you

  • the signer with a

pre-defined

  • predefined set of questions to answer. The questions

would be related

  • will relate to the

clients’

  • client’s personal information

in order

  • to verify their identity.

Note

The questions are sourced from the LexisNexis database.

Note

: This mode of authentication is used only for clients residing in the United States that have a sufficient credit history

Note

  • Phone Auth

– To generate an automated call recording, select this option.

Note

  • : The signers will receive an automated voice call prompting

you

Note

  • them to enter a verification code over the phone.

Note

SMSOneClick - To generate a text verification code to your phone, select this option.

  • SMSOneClick: The signers will be prompted to enter this code on the authentication window.

Phone for Authentication

This field is mandatory if the Recipient Authentication Mode is

‘SMSOneClick’ or ‘Phone Auth’. The phone call is placed or the text verification code is sent to the signers’ numbers entered by the rep in this field

SMSOneClick or Phone Auth.

PIN for Authentication

Use this field to set a PIN (number) for authentication. The signers

will have to

must enter this

authentication

number before proceeding with the signer authentication process.

Note

: This field enables you to add an additional level of authentication

. Refer to the PIN for the Authentication section for more information

.

Order Index

You can use this field

This field allows you to set the order in which the recipients will sign the forms.

In this

For example, you can enter

‘1’

1 if you want the primary signer to be the first signer. The rep will receive the forms once all the other recipients have signed.

Note: If no order is specified or if multiple signers have the same order index, then the signers will receive the forms simultaneously

. The rep will receive the forms once all the recipients have signed

.