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1 | On your dashboard, select the Pending Advisor Review queue and click on your work item. | Figure 1: eSigning > Pending Advisor Review queue | ||||
2 | 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. NoteOnce the documents are sent for e-signing, they are locked down and non-editable. | Figure 2: Adding optional documents for eSigning | ||||
3 | 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. NoteFor more information on the work item panes and field validations, refer to the Starting Point – Overview – User Guide V1.0. | Figure 3: Error Messages | ||||
4 | Select eSign under the actions button. The Recipient Transactions page opens. The signers identified on the bundle of forms will show up on the list of signers.
| Figure 4: Recipient Transactions | ||||
5 | On clicking a record, the respective Details form opens. Check the accuracy of the details filled in. Enter any additional details that are required. NoteRefer to the Recipient Transactions – Details Page Fields section below for more information on the fields. | Figure 5: Recipient Transactions – Details Form | ||||
6 | Click on the Save and Close button to save the entered details and close the form. | |||||
7 | Click on the eSign button in the Recipient Transactions page. | Figure 6: Generating document bundle for eSigning - eSign button | ||||
8 | Upon clicking eSign, the system bundles the documents into DocuSign envelope and sends them to the recipients according to the order specified in the list. | Recipient Order
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