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Workflow
Workflow
- Inese Auzina
- Mercedes Rothwell
Owned by Inese Auzina
The process work items follow from start to finish in Docupace. Docupace customizes workflows based on individual firm needs. Different kinds of documents need users to take different actions. This is why workflows have different queues, for example, Advisor Review, Pre-Screen, Pending eSign, etc.
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