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Final Steps
Final Steps
- Mercedes Rothwell
- Inese Auzina
Owned by Mercedes Rothwell
Click on Images to Expand Them
Option 1: No Signatures Required
If the document is complete and requires no additional signatures, click NIGO Resolved.
Option 2: Signatures Required
If you need to have the client eSign again, click Send to Advisor Review for Re-eSign to start the process for eSign. This completes the NIGO review and response process.
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Fixing the NIGO Work Items
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Fixing the Wet-Signed NIGO Work Items
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Fixing and eSigning NIGO Work Items
Fixing and eSigning NIGO Work Items
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Fixing and Wet Signing NIGO Work Items
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eSigning the Updated Documents
eSigning the Updated Documents
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Preparing Documents for eSigning
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