If you have created a Draft WISP, you will need to finish the review, mark it correct and then submit it for signatures. Navigate to the WISP tab and select the Draft tab.
Choose the Review (required) button.
This will create Your WISP. Click through to review your WISP using the "Next" button. If you notice you need to make a change, select "Make a change" in the lower left and go back into your plan to make those changes. If not, continue on reviewing your WISP document by using the "Next" button until completion.
On the last page of your WISP, click "This is correct" in the lower right corner.
After clicking on "This is correct", you will then be prompted to review your signatories.
During the WISP building process, you selected these signatories. If at this stage you need to make a change, click the "Previous" button in the lower left corner and navigate back to your draft => Required Information to change your officers. (step 1 of completing your WISP). If these signatories are correct, choose the "Finalize and send for signatures" in the lower right corner.
Your signatories will then be sent an email to review and sign their acknowledgement.
Your WISP will then move into "Pending" status until all signatories have signed.
If your signatories have not signed the WISP to acknowledge in a timely fashion, simply click the "Request again" prompt below to resend an email to their attention.
