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DocuSign
DocuSign
- Mercedes Rothwell
- Inese Auzina
Owned by Mercedes Rothwell, created
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 DocuSign integration.
Audience: Financial Professionals, Back Office Users
Functionality: The DocuSign integration functionality 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)
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eSign using SMS Authentication (Docupace Platform User Guides)
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