/
SIGNiX

SIGNiX

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 using the SIGNiX integration.

Date

Change

Date

Change

Feb 2023

Updated to reflect the current version

Dec 2020

Initial Version

Audience: Financial Professionals, Back Office Users

Functionality: The SIGNiX integration functionality allows Advisors and external users to electronically sign their Client Account forms.

 

Related content

Salesforce.com Integration
Salesforce.com Integration
Read with this
SmartOffice Integration
SmartOffice Integration
Read with this
eSigning - Remotely and In-Person
eSigning - Remotely and In-Person
More like this
Signing Work Item Documents
Signing Work Item Documents
More like this
Approving and Signing Forms (RIA Productivity Suite)
Approving and Signing Forms (RIA Productivity Suite)
More like this