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Figure 3: Pending Client Signature Queue
This queue includes all work items for which you have chosen to Pend for e-Signature from the Pending Advisor Review queue. The system allows you to hold the item in this queue while you gather the e- signatures. Once you scan the signed documents back into Docupace, the work item is routed to the appropriate department for review.
Figure 4: Pending Client Signature Queue – work item
Use the Actions button to gather signatures. Click the Send for Review button to route the item to the appropriate department for review.