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Once the work item bundle is created as referenced above, you need to complete indexing/ processing the item. Your first task is to update each form.

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The forms will run through the validation engine to determine which required fields were NOT updated.

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Once the form has been updated, you will receive a message that the form has been updated successfully.

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You have four different options to complete this process:

  • Print in order to send to clients for a wet signature.

  • Submit for eSign.

  • Click the Create Work Item button on the Starting Point summary page. If the transaction is NOT AnnuityNet eligible, Docupace will display the work item details screen.

  • If the account is AnnuityNet eligible, the Wizard will launch automatically. The information you entered while in Starting Point will auto-populate the AnnuityNet Wizard. For a step-by-step guide on processing a work item with the AnnuityNet wizard, please click here .