Introduction: This guide provides an explanation of the steps required to manage the AnnuityNet Wizard and update settings. AnnuityNet is an optional integration for Docupace. Because of the customizable nature of both Docupace and AnnuityNet, the screens you see may appear slightly different than the ones in this guide. However, the mechanics are the same.
Important Note: File size is limited to 6 Mb/PDF and 36 Mb/envelope.
Table of Contents
Change Log:
Date | Changes |
|---|---|
July 2020 | Comprehensive documentation for the AnnuityNet Integration |
Oct 2020 | Added note about file size limitations imposed by the DTCC |
Audience: Docupace Admins responsible for managing a site’s AnnuityNet integration
Functionality: The AnnuityNet Wizard allows Advisors and Field Agents to speed up the new account creation process for annuity transactions and finalize client documents for signing. Completing a transaction with the Wizard typically takes between 15 and 45 minutes.