eSigning - Remotely and In-Person

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.

Date	Change

Date	Change
Feb 2023	Updated to reflect current version
Apr 2020	Formatting
Oct 2019	Initial Version

Version	Date	Comment
Current Version (v. 18)	Jan 22, 2025 14:04	Inese Auzina
v. 17	Feb 20, 2023 14:12	Inese Auzina
v. 16	Feb 17, 2023 17:29	Inese Auzina
v. 15	Jun 03, 2020 18:40	Mercedes Rothwell
v. 14	Jun 03, 2020 18:39	Mercedes Rothwell
v. 13	Apr 24, 2020 19:10	Mercedes Rothwell
v. 12	Apr 15, 2020 15:24	Mercedes Rothwell
v. 11	Apr 15, 2020 15:24	Mercedes Rothwell Version published after converting to the new editor
v. 10	Apr 15, 2020 15:24	Mercedes Rothwell
v. 9	Jan 02, 2020 08:57	Mercedes Rothwell
v. 8	Jan 02, 2020 08:56	Mercedes Rothwell
v. 7	Jan 02, 2020 08:44	Mercedes Rothwell
v. 6	Oct 14, 2019 09:02	Mercedes Rothwell
v. 5	Oct 11, 2019 15:03	Mercedes Rothwell
v. 4	Oct 11, 2019 14:57	Mercedes Rothwell
v. 3	Oct 11, 2019 14:43	Mercedes Rothwell
v. 2	Oct 11, 2019 14:36	Mercedes Rothwell
v. 1	Oct 11, 2019 11:58	Mercedes Rothwell

Table of Contents

Audience: Financial Professionals, Back Office Users

Functionality: The system provides functionality that allows Advisors and external users to electronically sign their Client Account forms.

Related Pages

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Executive Health Dashboard App: Overview and Functionality (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)

Docupace Platform User Guides

eSigning - Remotely and In-Person

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