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eSigning - Remotely and In-Person

Owned by
Mercedes Rothwell
Last updated: Feb 20, 2023 by
Inese Auzina
1 min read

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. 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.

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