DocuSign

Introduction: The Docupace platform provides the option of either wet-signing (signing via pen and paper) or eSigning (signing via secure, electronic signature process) documents. This guide covers the eSigning process using the DocuSign integration.

Date	Change

Date	Change
Feb 2023	Updated to reflect current version
Sept 2022	Initial Version

Table of Contents

Audience: Financial Professionals, Back Office Users

Functionality: The DocuSign integration functionality allows Advisors and external users to electronically sign their Client Account forms.

Related Pages

Page:
Executive Health Dashboard App (Docupace Platform User Guides)
Page:
eSign using SMS Authentication (Docupace Platform User Guides)
Page:
SIGNiX (Docupace Platform User Guides)
Page:
SMS Authentication (Glossary)
Page:
eSign (Glossary)