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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.

 Version History

Date

Change

Feb 2023

Updated to reflect current version

Sept 2022

Initial Version

Version Date Comment
Current Version (v. 9) Mar 07, 2023 13:32 Inese Auzina
v. 9 Mar 07, 2023 13:32 Inese Auzina
v. 8 Feb 20, 2023 14:35 Inese Auzina
v. 7 Feb 20, 2023 14:12 Inese Auzina
v. 6 Feb 20, 2023 14:04 Inese Auzina
v. 5 Feb 20, 2023 13:17 Inese Auzina
v. 4 Feb 20, 2023 13:17 Inese Auzina
v. 3 Feb 16, 2023 14:27 Inese Auzina
v. 2 Jan 11, 2023 15:57 Inese Auzina
v. 1 Sept 02, 2022 15:45 Mercedes Rothwell

Table of Contents

Audience: Financial Professionals, Back Office Users

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

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