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.
Navigation
The Business Status Widget is usually accessible on the Advisor Dashboard of your Docupace site.
The 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.
Statuses
Status tab | Description |
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 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:
Columns
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. |
Actions
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 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 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.