Guides Related to the Winter Release

• AnnuityNet

• Configuration Management

• Docupace Mobile App

• Docupace Start

• Docupace Start for Pershing

• eSubmit Concierge Wizard

• Tracker BI

Change:  Added two more domains: Attribute Grants and Domain Grants.

Benefit: This feature allows users to compare role-based security.

Change:  Added a new feature to export a wizard code in JSON format.

Benefit: This feature allows to export comparison result in the JSON format. This report can be stored for later reference or used to create a custom report.

Change:  Added a new feature to create a list of changes in pdf format.

Benefit: This feature allows users to generate a list of the changes made during a specific deployment session for auditing and tracking purposes.

Change:  Added a new feature to specify which domains to compare, and which to exclude from the comparison (and deployment).

Benefit: This feature allows users to make comparisons faster by narrowing the focus to specific domains, thus avoiding the full comparison process.

Change:  Added the ability to deploy sites

Benefit: The ability to view recent changes, compare sites, and then deploy changes automatically makes the deployment process much easier than before.

Change: Established a new integration between Docupace and eTrade.

Benefit: Users can open accounts at eTrade using different login credentials based on Product Type.

Change: Implemented a feature for sending the beneficiary data from Docupace to available accounts. Additionally, users can now authenticate to eTrade using individual userID and Password according to a Product Type.

Benefit: This feature makes it easy to associate beneficiaries with Accounts created using the eTrade Registration Type.

Change:  Added a mobile app that launches into the Tracker BI app.

Benefit: This feature allows users to open Tracker BI on the go.

Change:  Created a new app called “X-Ray” that displays a work item’s internal details.

Benefit: This app helps administrators check test case results, provide support, and troubleshoot problems.

Change:  Created a custom new account creation process in Docupace Start for Pershing.

Benefit: The new account creation process is automated, and thus takes less time.

Change:  Allows clients to add attachments during the esign process.

Benefit: Clients and Investors can add relevant documents such as birth certificates or drivers licenses (etc.)

Change:  Added a new user attribute (SSO-only user) to the Security Realm.

Benefit: This attribute allows users to automatically create SSO-only users in Docupace.

Change:  Created a new application preference that disables a specific user’s or role’s ability to change their password via the “Forgot Password” link.

Benefit: This application preference prevents users from changing their passwords without administrator approval.

Change:  Change Password option is not displayed for SSO only users.

Benefit: This feature prevents SSO only users from changing their passwords without administrator approval.

Change: Established integration between Docupace and AdvicePay.

Benefit: AdvicePay is a billing and payment solution for financial professionals. The integration makes it easy to import relevant information.

Change:  Added a button that allows users to reset AnnuityNet transactions.

Benefit: This allows users to make changes to a submitted transaction without having to create a whole new work item.

Change:  The new application preference determines whether users return to the Dashboard or to the Work Item Details page.

Benefit: This allows firms to customize what happens after leaving AnnuityNet based on their specific needs.

Change:  AnnutiyNet Wizard is launched via a button on the Work Item Details screen instead of automatically after WI creation.

Benefit: This allows users to complete BD forms prior to launching the AnnuityNet wizard.

Change: Fixed a bug that caused SIGNiX to send all eSign emails to a single recipient instead of each individual recipient.

Benefit: SIGNiX now correctly sends emails to each individual eSign recipient: Email, First Name, Last Name. If you set the boolean value to “Yes” on the application preference esign.sendOnlyUniqueRecipients, emails will be sent to unique eSign Recipients.

Change:  Added the Cascading selection field type. Multiple fields of this type can be added to the wizard to allow users to select values based on the Forms Matrix domain. 

Benefit: This feature automatically adds fields associated with a selected Forms Matrix field, making the job easier for the user.

Change:  Added ability to get key attributes of the work item (ID, a node opened from, etc.) and corresponding tasks for all components of DSP. 

Benefit: With this feature implemented, a developer can get data that allows them to implement different DSP features such as transitions of the work items from DSP.

Change:  Added configuration parameter addForms on the createWorkItem page in Docupace Start. 

Benefit: The addForms parameter allows DS designers to choose if the Work Item will be created with or without forms.

Change:  Users can now specify enable the conditions for repeatable field-group buttons.

Benefit: This feature allows users to specify different conditions for Add/Remove buttons that are displayed for repeatable groups.

Change: Implemented an application preference that adds a new boolean property (Trim value) for text fields within AOS app.

Benefit: Auto-trimming allows users to have the AOS app fields filled automatically based on the data input.

Change:  Added a free-form text box called "Instructions for Back Office" to the interface of the eSubmit (Concierge) app.

Benefit: Allows the submitter to include instructions or notes for the back office relating to the submission.

Change:  Added capability to bulk upload Tracker BI work items.

Benefit: Firms can quickly add a large number of Tracker BI work items into the system.

Attention: ToBulk Upload Tracker BI work items, users must work with Professional Services.

Change:  Added Email variable for Rep full name to the system.

Benefit: This allows the inclusion of the Rep name in email templates to personalize disclosure emails.

Change:  The Rep Codes assigned to a client appear in the search results page.

Benefit: This allows users to quickly locate corresponding clients.

Change:  Bellow is a list of miscellaneous Tracker BI improvements

1. Added "You're Done!" message on the confirmation page

2. System notes related to Personally supplied no longer display the client’s email since the system did not send an email.

Change:  Fixed the placement of the field. 

Benefit: This option allows to place a field before the selected field.

Change:  Added validation to avoid duplication of the names for multiple field groups. 

Benefit: The system no longer allows users to enter the same name when creating a new field group or when trying to change the field group name in JSON.

Change:  The fixes enable firms to allow users to enter PO Boxes in Address Line 1.

Benefit: This application preference allows users to use the PO box as a mailing address.

Change:  Previously, the zip code field allowed US zip codes to have fewer than 5 or more than 10 characters. Now, a validation appears that explains the code has an invalid format.

Benefit: This validation ensures information is entered correctly into the system.

Change: Fixed a bug that caused the Work Item Notes app to be displayed without content.

Benefit: The Work Item Notes widget app displays correctly.

Change: Fixed a bug when generating a cover sheet with several images called from a Widget combined together.

Benefit: Users can now successfully combine images within a app as expected.

Change: The document viewer remains visible while working on the WI Details screen.

Benefit: Users can open the work item details without losing a visual of the document(s) in the work item. It also allows users to quickly move between Documents while on the Details screen.

Change: Created Application Preference reassignTasks.assignToSwimlane.enabled.

Benefit: This application preference displays or hides the “Assign to Swimlane” checkbox.

Change: Fixed a bug that caused CC recipients to receive all documents after the eSign ceremony.

Benefit: CC eSign recipients now receive the correct forms.

Change: Fixed an error that some users experienced while editing and saving the custom report.

Benefit: Users can now successfully create and edit custom reports without encountering an error message.

Change: Fixed a bug that caused account search results to flicker between the new and previous results. This caused some users to click on and index the wrong subfolder to WIs.

Benefit: Search results now display correctly.

Change: Fixed a bug that was causing autofill links to function for all fields.

Benefit: Auto-fill links now function for editable fields only. Read-only fields are not auto-filled.

Change: Fixed a bug that prevented the Required Forms section from appearing when no forms were associated with the work items.

Benefit: Users can now add forms via the Work Item Summary screen as expected.

Change: Ability to save all client emails in memo notes history.

Benefit: This feature helps firms audit communications sent to the client. Emails sent as part of a Starting Point transaction can be linked to multiple work items.

Change: Fixed a bug that caused the Document Viewer to continue to display the previous PDF after switching to the other work item.

Benefit: The correct PDF displays for each work item.

Change: Fixed a bug that prevented users from removing forms that they have added to the Required Forms section in Starting Point.

Benefit: Allows users to successfully remove undesired forms they added to the Work Item.

Change: Fixed a bug that caused already-indexed subfolders to disappear from the indexing page after adding a new client document.

Benefit: Subfolders now display on the indexing page as expected.