Go to the Client Documents section and check whether all the required documents are present. To add optional forms to this list, go to the Optional Forms section and click Add.

Select the checkboxes next to the documents you want to print out and click Print.

Alternatively, you can also click Combine and Print from the Actions drop-down menu. This prepares all the forms under the Client Documents section for printing.

From the pop-up window that appears, select the Generate Coversheets checkbox. This generates a barcode on the cover sheet which is used by Docupace to recognize the documents and route them back to the appropriate workflow stage when they are scanned back into the system after wet-signing.

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Note: As shown in the image, you have the option of printing double-sided and without the client’s SSN on the documents. These checkboxes are enabled after selecting the Generate Coversheets checkbox.

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Note: The system allows you to print out documents without selecting the Generate Coversheets option. These documents do not have barcodes on them and are, hence, “unindexed”. Upon scanning back into the system, they are routed to the Mailroom and wait for user intervention to be sent to the appropriate workflow stage.

After you click Print, you can view the document package prepared by Docupace. If the option for generating coversheets was selected in the previous step, then for each form in the packet, you can see a corresponding coversheet with a barcode on it.

Print the document package. Gather all the required signatures on all the documents. Upload the signed documents into the Work Item by using the office scanner configured to your personal folder.

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Note: Refer to the Scanning Barcoded Forms – User Guide V 1.0 for more information on using the office scanner.

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Note: When you scan the signed documents into the system, ensure that each barcode coversheet is on top of its corresponding form.

Open your Work Item. Click the Send Updates Back for Review button to send the updated documents back to the person who originally NIGO’d the Work Item.

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Note: If you click the Combine, Print & Submit button in Step 3, the Work Item is automatically sent back after uploading the signed documents.