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Date

Change

September 2020

Initial version

February 2023

Combined pages into one, revised page format

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.

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