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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.

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Date

Change

Feb 2023

Updated to reflect current version

Sept 2022

Initial Version

Table of Contents

Audience: Financial Professionals, Back Office Users

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

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