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DocuSign
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DocuSign

Owned by Mercedes Rothwell, created
Last updated: Jan 21, 2025 by Inese Auzina

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

Audience: Financial Professionals, Back Office Users

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

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