Saving Signed Distribution Document to Document Management

Applies To

iAdviser / iBroker

Operating Systems Affected

All

Symptoms

A client electronically signs a distributed document pack and you save the file to document management. However you get the notification that the signed document has been removed because it is a distribution document.

Cause

Because distributed documents are automatically saved in the system already, document management stops these files from saving in document management to avoid duplication.

The misconception is that the filename is all that needs to be changed - this is not the case. When the PDF is created the fact that it's a system document becomes part of the PDF file itself and cannot be cleared. When a customer signs the electronic signature to a PDF, it modifies that file so the stamps that it's a system document are still present.

Resolution

Simply Print the document using a PDF Printer like CutePDF or Microsoft PDF (that comes with Windows 10). This will also allow you to select only the pages you need (e.g. Declaration) rather than the entire document pack, saving space and speeding up the saving process.