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On-Screen Options

Click on Images to Expand Them

There are several actions you can take while in the Wizard.

Action

Icon/Button

Description

Action

Icon/Button

Description

Save and Close

The Save and Close Button is highlighted in red.

Click this icon if you need to return later. It will save your progress and return you to the Docupace Dashboard.

Validate

The Validate Button is shaped like a checkmark and is marked in red.

Click this icon to validate the information you have just entered into the Wizard.

Validates on AutoSave

Clicking the next arrow validates the information you have just entered and then moves you forward. You can return to the screen at any time by using the navigation menu on the left side of the page.

Previous

Clicking this button saves your progress and returns you to the previous screen.

Next

Clicking this button saves your progress and takes you to the next screen.

Proceed Anyways

This button only appears when you attempt to navigate away from a screen that is missing required information. If you click it, the Wizard will mark the section incomplete.

Confirm Contract Feature Selections and Submit Transaction

After you click this button, the AnnuityNet Wizard begins a final verification process. Once the information is validated and the transaction is in good order (IGO), the completed carrier forms are added to Work Item.

Making Corrections After Submissions

After submitting a transaction in the AnnuityNet Wizard, the information CANNOT BE CHANGED. To correct a form, you MUST create a new Work Item.