Versions
Docupace version | Date | Change to the Widget |
Spring 2019 Release, Connect 4.45 | January 2019 | eSign transactions tab added to the widget. |
Summer 2018 Release, Connect 4.41 | August 2018 | The initial Business Status widget. |
Audience
Advisors, who use the Docupace system to process Work Items for Client Accounts.
Purpose
The Business Status Widget shows field users a view of all Work Items they have access to, categorized by status (NIGO, In Process, eSign, Completed). In addition, it provides a quick way to upload a new document to NIGO'd work items.
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NIGO tab allows to upload documents and attach them to any work item in NIGO status. Click the Uploader icon next to the Work Item.
My Business Status Widget NIGO tab
Direct File Uploader
A Direct File Uploader pop-up for uploading electronic documents opens.
Direct File Uploader pop-up
Drag and drop your files unto the pop-up window and click Start Upload.
When upload is completed, the pop-up will close. Uploaded documents will be added as new documents to the Work Item.
Deployment
Please reach out to your support contact to deploy the new interface or refer to the Developer Guides for instructions on how to add a widget to an interface and a menu.
The visible tabs and criteria for each tab can be configured via web.view.spg.widget.bs.tabConfig application preference.