/
eSign Versioning User Guide
eSign Versioning User Guide
Click on Images to Expand Them
Viewing Available Document Versions
This section explains how to work with document versions.
Marking Document Versions as Approved
As a reviewer, you can use the “stamping” tool to mark a document version’s status. For example, you can mark a version as “Approved” before moving it to the next stage in the workflow.
Forwarding an eSigned Version to Clearinghouse
Once you have reviewed your document and are satisfied, you can forward the eSigned copy to Clearinghouse.
Audience: Field and Back Office users
Functionality: Docupace allows you to easily view the list of available versions for a document, and specify which document version is approved. Once you select an approved version, you can send the final eSigned version to Clearinghouse.
, multiple selections available,
Related content
eSigning the Updated Documents
eSigning the Updated Documents
More like this
Guide to Opening, Reviewing, and Managing Work Items in Docupace
Guide to Opening, Reviewing, and Managing Work Items in Docupace
More like this
Workflow Queues
Workflow Queues
More like this
eSign Enhancements - Resend Emails
eSign Enhancements - Resend Emails
More like this
Preparing Documents for eSigning
Preparing Documents for eSigning
More like this
Approving and Signing Forms (RIA Productivity Suite)
Approving and Signing Forms (RIA Productivity Suite)
More like this