Once your client's identity has been approved and passed, the eCAF will now be ready to be countersigned and finalised. To do this simply open up the eCAF Transaction Status page and click on Ready to Countersign button.
On the next screen all you need to do is click sign which will complete the process.
Once completed, the Client will automatically receive a notification email/SMS advising that it has been completed and also be sent a PDF copy for their records.
The Transaction Status will now also be updated to Finalised.
If you click on finalised you will now have the option to download the entire pack and save into your Actionstep matter.