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.

To begin the process of resubmitting the documents for e-signing, click on the Send back to Pending Advisor Review for re-eSign button.

The Work Item is re-entered into the Pending Advisor Review queue. Select the work item from the queue

The Work Item window opens. Click on eSign button from the Actions drop-down menu.

The eSign Transactions page opens. Based on the information you’ve added to the form, you will see the list of signers expected to sign. Click on each of the eSign Recipient records.

The Details form opens. Check the accuracy of the current details and enter any additional information as required.

Click on the Save and Close button to save the entered details and close the form.

Click on the eSign button on the eSign Transactions page. The system bundles the documents into DocuSign and sends them over to the first signer in the list.

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Note: Upon sending the documents to the client, you will be placed back on your Dashboard. Once all the recipients complete the e-signing process, the documents are resubmitted to the reviewers in the Middle Office and Back Office respectively.

Note: Upon sending the documents to the client, you will be placed back on your Dashboard. Once all the recipients complete the e-signing process, the documents are resubmitted to the reviewers in the Middle Office and Back Office respectively.

Tip: DocuSign is the eSign solution used by Docupace. For more information on eSigning process, refer to the eSigning –In-Person and Remote–User Guide V 1.0