Description: It is now possible to enable a navigation panel on the left side of the window. As the user fills in data in the Docupace Start wizard, the processed steps can be seen on the left side. If necessary, he may navigate back to previous steps and change entered data.

When configuring the wizard, it is also possible to create a hyperlink directly to each of the Docupace Start tiles in the navigation panel.

Description: As the user creates a Work Item and Case using Docupace Start, he may save his on-going work and proceed at a later time.

Description: Once the user has created a Work Item, it can later be opened using the Docupace Start wizard and the information updated using a user-friendly interface.

Description: This panel may contain any number of other fields or groups of fields. It can be made invisible based on a configurable condition. It can also be repeated as many times as necessary, as the user fills in the client’s data.

This can be useful, for example, when listing information about joint owners for an account or adding several alternate addresses.

Description: A Docupace administrator may now add a conditional expression that controls when a field in Docupace Start is read-only or editable by the users.

Description: DSP pages can now be configured to contain tiles, which display data from domains, as well as static data. This can be used, for example, to show the list of Reps in Tiles view.

Description: As the user fills in client’s data in the Docupace Start wizard, the corresponding fields in PDF forms that are attached to the respective Work Item are also automatically filled in.

Description: Internal improvements to the system make Docupace Start pages load quicker.

Description: Updated the splash screen displayed to the user after they select "confirm contract..." in Annuitynet (final step/submit) from showing a spinning wheel to a status indicator with progress steps.

Description:  Users in Salesforce may use a different username than in Docupace. To support this, there is a field “Alias User Name” in the User Access domain. It can now be loaded into the system through the ACL data load file.

Description: Previously, application timeout was a site-level setting. Now the Docupace system administrators can, for example, configure the timeout length to be different for Clients and for Internal Staff.

The following preferences control this behavior:

• application.idle.timeSec – number of seconds before the user is logged off after inactivity

• application.idle.timeoutSec – number of seconds before the timeout, when a warning message is shown to the user.

Description:  The lock-out process works as follows:

1. The user enters password incorrectly a set number of times.

2. The system locks the user for a set time period.
   Note. The site administrator may configure site preferences to allow locked out users to reset their passwords during the lockout time period. Alternatively the site administrator may unlock the user directly, if necessary.

3. The user can log in only once the lockout time expires.

4. The user is asked to change the old password.

5. The user can access the system with the new password.

Keys

The following keys in the  docucore .properties  file control the user account lockout behavior for each site:

com.docupace.ariadna.SecurityConfig.userAccount.lockOnFailedLogin.enabled com.docupace.ariadna.SecurityConfig.userAccount.maxAllowedLoginAttempts com.docupace.ariadna.SecurityConfig.userAccount.lockPeriodMinutes com.docupace.ariadna.SecurityConfig.userAccount.allowedTimeBetweenLoginsMinutes

Description: You can configure the system to launch custom UI events, when the user opens Domain Details, Domain Summary or Task Summary screens. This can be used, for example, to launch a specific Docupace Start wizard, depending upon the type of Work Item opened.

Description: A new panel is added to the top of the Work Item Task screen. It is customizable by CSS. This panel may contain data from domains, regular action buttons and transition action buttons. The customizable Panel remains visible when Document Viewer is expanded in Full screen mode.

Description: The following elements on the User Settings pagecan be hidden or displayed by the Docupace systems administrator:

• "Change Password" (web.userSettings.showChangePassword)

• "Forgot Password" (web.userSettings.showForgotPassword)

• "CRM Credentials" (web.userSettings.showCRMCredentials)

• "eSign Credentials" (web.userSettings.showeSignCredentials)

• "User Access" (web.userSettings.showUserAccess)

• "Search and Sorting Preferences" (web.userSettings.showSearchAndSortingPreferences)

Set the preference value to Yes, to show the element, or No, to hide it.

Description:  In some cases links “ Previous, ” “ Next, ” and “ Back ” are not useful to the users. To hide the links, configure application preference application.navigationLinks.enabled to the value “false”.

Description: In some cases the users may process Work Items from several Task queues, or, if no specific task is assigned to them, get Work Items from the global pool of tasks. To see the global pool of unassigned Work Items, the user may deselect the current Task queue, by clicking on it a second time.

This feature is controlled by the application preference application.preference.myWork.enableTaskSelectionToggling.

Description: User may only enter date in one specific format. This feature is controlled by the application preference:  web.edit.manualDateInput.enabled .

Description: The History panel on the right side of Starting Point displays all values entered both manually and automatically, and now supports capture of history from third-party integrations.

Description: When the user clicks “Print and Submit”, the data in the forms is validated, before bringing up the Print screen. Appropriate warnings anre displayed if issues with the data are found. To turn on this feature, configure application preference sp.validateWorkflowBeforePrintAndSubmit.enable to the value “true”.

Description: Please note, that Client Document entries that were saved with special characters in the Description field prior to this version will remain unchanged until opened for editing again. If they are opened for editing, the user will be required to correct the Description field before saving.

Description: Previously Internet Explorer displayed three scroll bars next to each other, when the user opened Docupace. This has been reduced to two scrollbars, but one of them disappears, when user finishes scrolling. IE specifics does not allow for a better solution at present.

Description: Resolved header layout issues with long user names. All interface elements that are in the footer are displayed when using normal zoom level on the screen.

Description: Previously the “Starting Point” button appeared on several indexing screens on configuration domains. This has been resolved.

Description: Previously, in the Monitor screen when searching for a task, all system users were shown in the “Assigned To” dropdown list, regardless of their status.

Description: Previously, if there were a large number of values selected in a multi-string field, now all of them could be seen.