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The first two fields are hidden with white text and read-only on the top of the page of all Pershing Advisor Solutions forms in Quik!, and the account number fields are dynamically rendered in white text as well. In addition, all PAS forms have been given a PDF file name prefix of “WKFL_” so that they will be recognized in the Pershing DocuSign system, and routed automatically.
If including other forms in an DocuSign envelope besides PAS forms, and the SignMultipleDocs property is set to TRUE, the others are automatically given a “IGNR_” file name prefix, so they are ignored by the Pershing DocuSign routing system if included with PAS forms. If SignMultipleDocs is set to FALSE, or the bundle does not contain a PAS form, no prefix will be added.
There is no configuration required in order to include these fields for Pershing--they will populate automatically, and will always be hidden on the form. Any customer that wishes to submit forms to Pershing Advisor Solutions with DocuSign can enjoy this integration by default.
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