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Advisor360 Express
Advisors & Publishers
A Guide For Publishers

Articles in this section

How To: Add Date Field Feature in your Signing Viewer
How To: Link a signature block to a date field
How To: Case Merge Feature
How To: Split a Case
How To: Modify Optional Forms
How To: Send your own document for Electronic Signature
Troubleshooting Signer Security Codes (AKA Two-Factor Authentication / Access Code) - For Signer
How To: Rewind and Edit Application
Transaction Status Type
How to: Add the Fidelity Portal ID to your Advisor360 Express Account

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Transaction Status Type

John Aldrin Abary

March 27, 2025 14:58
Updated

See the different Status Types, Icon/Colors, and Descriptions below.

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