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Introduction: The Docupace platform provides the option of either wet-signing (signing via pen and paper) or eSigning (signing via secure, electronic signature process) documents. This guide covers the eSigning process using the DocuSign integration.

 Version History

Date

Change

Feb 2023

Updated to reflect current version

Dec 2020

Initial Version

Version Date Comment
Current Version (v. 20) Feb 20, 2023 14:36 Inese Auzina
v. 21 Feb 21, 2023 11:03 Inese Auzina
v. 20 Feb 20, 2023 14:36 Inese Auzina
v. 19 Feb 20, 2023 14:35 Inese Auzina
v. 18 Mar 01, 2022 20:49 Mercedes Rothwell
v. 17 Mar 01, 2022 20:46 Mercedes Rothwell
v. 16 Jan 27, 2021 22:33 Nataliia Plakhtii (Deactivated)
v. 15 Jan 27, 2021 22:32 Nataliia Plakhtii (Deactivated)
v. 14 Jan 27, 2021 22:28 Nataliia Plakhtii (Deactivated)
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v. 12 Jan 27, 2021 22:21 Nataliia Plakhtii (Deactivated)
v. 11 Jan 15, 2021 23:11 Nataliia Plakhtii (Deactivated)
v. 10 Jan 15, 2021 23:07 Nataliia Plakhtii (Deactivated)
v. 9 Jan 15, 2021 21:58 Nataliia Plakhtii (Deactivated)
v. 8 Dec 29, 2020 14:27 Nataliia Plakhtii (Deactivated)
v. 7 Dec 23, 2020 19:34 Nataliia Plakhtii (Deactivated)
v. 6 Dec 23, 2020 19:33 Nataliia Plakhtii (Deactivated)
v. 5 Dec 23, 2020 05:41 Nataliia Plakhtii (Deactivated)
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v. 2 Dec 21, 2020 10:54 Nataliia Plakhtii (Deactivated)
v. 1 Dec 21, 2020 09:39 Nataliia Plakhtii (Deactivated)

Table of Contents

Audience: Financial Professionals, Back Office Users

Functionality: The SIGNiX integration functionality allows Advisors and external users to electronically sign their Client Account forms.

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