eSign Versioning User Guide
- Mercedes Rothwell
Owned by Mercedes Rothwell
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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” prior to moving it to the next stage in the workflow.
Forwarding An eSigned Version to Clearinghouse
Once you have reviewed your document and are satisfied with it, 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.