Change:  The Advisor ADV app allows users to upload ADV 2B forms for a specific advisor.

Benefit: Uploading ADV 2B forms is now easier and faster.

Change: The Firm TA Dashboard app allows a firm to view the status of Work Items related to an advisor's transition to or from the organization.

Benefit: Users can easily track the transfer progress.

Change: The Rep TA Dashboard app allows a financial professional to view detailed information about work items related to their transition to or from a particular firm.

Benefit: Users can easily track the transfer progress.

Change:  The Compliance TRACKR app allows you to send disclosures and document the recommendations you provide to clients and prospects.

Benefit: It is much easier to provide disclosures and keep track of the recommendations you make to clients and prospects.

Change: Quick Start is a page in Docupace that allows you to access many convenient apps.

Benefit: Quick Start streamlines many common actions in Docupace.

Change: The Work Item Status app displays a list of Work Items and documents associated with a CRM contact.

Benefit: Users can quickly review all Work Items/Documents related to a selected CRM contact.

Change:  Tokens refresh automatically as long as the user is within the 90-day refresh period.

Benefit: Users no longer have to manually refresh their token every hour.

Change: The new version of the eSubmit app allows advisors to search for a client and add notes.

Benefits: Advisors can now index documents to clients, saving the Back Office time when processing. Notes provide context for the Back Office.

Change:  Added a new application preference that shows the client or company name in the header while reviewing the Work Item Details.

Benefit: It is easier for users to identify the client or company linked to the Work Item.

Change: Users can now send a contact to Quick Start via the Send to Quick Start button.

Benefit: Docupace preselects the contact, which enables users to take specific actions relating to the contact such as view Work Item Status, create or manage accounts, and manage documents.

Change: Wealthbox can send additional information to Docupace when creating Work Items.

Benefit: It is saves users time by reducing the need to enter data multiple times.

Change:  Resolved an issue where client folders were incorrectly updated after creating related Work Items through the Tracker BI app.

Change: Added a new domain called the Qualification Type domain. It is a reference for a new attribute in the Registration Type domain.

Benefit: This feature helps the user distinguish between qualified and unqualified registration types.

Change: Created new application preference for Connect to turn off the removal of Owner[].Ari.Id while creating Starting Point WI.

Benefit: Site admins can now choose whether or not to include Owner[].Ari.Id while creating Starting Point WI.

Change: SIGNiX has a new authentication method that allows a signer to request an SMS verification instead of re-entering their password to complete an eSign transaction.

Benefit: The verification process is now faster and more convenient, while maintaining security.

Change: Resolved an issue with the Pershing SOAP API that caused problems when sending multipart content.

Change: Resolved an issue where users could not send a document to SigniX when the associated zip code was longer than 5 digits.

Change:  Resolved an issue with exporting all fields from the Dashboard that generated a file containing information about Work Items assigned to another user.

Change: Resolved an issue where the “Task must be assigned before processing” error displayed at an incorrect time.

Change: Resolved an issue where some users were unable to cycle between documents on the Work Item Details screen when the Work Item had more than 10 documents.

Change: Resolved an issue where a user got an error message For input string: "" on Work Item Details or Creation pages and didn't see the Reject Reason Codes table when creating a new Work Item.

Change: Fixed a mapping issue on the eSign recipient screen.