Pending Client Signature

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Figure 3: Pending Client Signature Queue

This queue includes all Work Items for which you have chosen to Pend for e-Signature from the Pending Advisor Review queue. The system allows you to hold the item in this queue while you gather the esignatures. Once you scan the signed documents back into Docupace, the Work Item is routed to the appropriate department for review.

Figure 4: Pending Client Signature Queue – Work Item

Use the Actions button to gather signatures. Click the Send for Review button to route the item to the appropriate department for review.