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Introduction: This guide describes how to use the Business Status app Widget to review the status of current Work Items. |
Table of Contents
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Change Log:
Date | Change |
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January 2019 | eSign transactions tab added to the |
widget. | |
August 2018 | The initial Business Status |
widget. |
Audience: Advisors, who use the Docupace system to process Work Items for Client Accounts.
Functionality: The Business Status app 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.
Navigation
The Business Status app Widget is usually accessible on the Advisor Dashboard of your Docupace site.
The app widget shows a view of work items that you have access to in the system, categorized into tabs by statuses. Select the tab with items you wish to view.
Status tab | Description |
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NIGO | Items that are Not In Good Order |
InProcess | Items being processed at the moment. |
eSign | Items currently sent for eSign. |
Completed | Completed items. |
My Business Status app Widget InProcess tab
Columns and Actions
The actual tabs and columns with Work Item data on your specific site can be configured by administrators. Usually the following columns are displayed:
Column | Description |
|---|---|
Work Item | The Work Item number that is hyperlinked to open the Work Item. |
First/Last Name or Entity/Trust Name | Name of the client (individual or entity/trust). |
Registration | Registration type of the account. |
Product / Custodian | Name of the product chosen and its Vendor/Custodian. |
eSign Sent | Date and time when the item was sent for eSign. Empty if it is in Draft status and not sent, yet. |
eSign Status | Current status of the eSign process, such as Draft, Created, Sent, Voided, Completed. |
Action | Description |
|---|---|
Click Previous | Shows the previous page of the items list. |
Click Next | Shows the next page of the items list. |
Click Work Item number | Opens the Work Item screen with attached forms. |
Click the upload icon | In the NIGO tab, opens a pop-up for uploading electronic documents. |
My Business Status app Widget eSign tab
Uploading Additional Documents
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 app Widget NIGO tab
A Direct File Uploader pop-up for uploading electronic documents opens.
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
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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 app widget to an interface and a menu. |