Click on images to expand them.
To prepare the documents for wet signing, perform the following steps:
| 1 | Go to the Client Documents section and check whether all the required documents are present. To add optional forms to this list, go to the Optional Forms section and click Add. |  View Larger Image |
| 2 | Select the check-boxes next to the documents you want printed out, and click Print. |  View Larger Image |
| 3 | Alternatively, you can also click Combine and Print from the Actions drop-down menu. This prepares all the forms under the Client Documents section for printing. |  View Larger Image |
| 4 | From the pop-up window that appears, select the Generate Coversheets checkbox. This generates a barcode on the cover sheet which is used by Docupace to recognize the documents and route them back to the appropriate workflow stage when they are scanned back into the system after wet-signing. NoteAs shown in the image, you have the options of printing double-sided and without the client SSN on the documents. These check-boxes are enabled after selecting the Generate Coversheets checkbox. NoteThe system allows you to print out documents without selecting the Generate Coversheets option. These documents do not have barcodes on them and are, hence, “unindexed”. Upon scanning back into the system, they are routed to the Mailroom and wait for user intervention to be sent to the appropriate workflow stage. |  View Larger Image |
| 5 | After you click Print, you can view the document package prepared by Docupace. If the option for generating coversheets was selected in the previous step, then for each form in the packet, you can see a corresponding coversheet with a barcode on it. |  View Larger Image |
| 6 | Print the document package. Gather all the required signatures on all the documents. Upload the signed documents into the work item by using the office scanner configured to your personal folder. NoteRefer to the Scanning Barcoded Forms – User Guide V 1.0 for more information on using the office scanner. | NoteWhen you scan the signed documents into the system, ensure that each barcode coversheet is on top of its corresponding form. |
| 7 | Open your work item. Click the Send Updates Back for Review button to send the updated documents back to the person who originally NIGO’d the Work Item. NoteIf you click the Combine, Print & Submit button in Step 3, the Work Item is automatically sent back after uploading the signed documents. |  View Larger Image |