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Table of Contents

Connect: 4.65

Core: 23.11

This article shares the new features, updates, and fixes that are part of the R1 2022 release.

Webinar Videos

  1. Advisor ADV App

  2. Advisor Transition Dashboards

  3. Compliance TRACKR App

  4. Quick Start

  5. Work Item Status App

  6. eSubmit Advanced

  7. Wealthbox Enhancements

Key Innovations

This section tells about major improvements to the Docupace System.

New Features

All notes in this section relate to new features.

Advisor ADV App

Reference #: R1_2022_KEY1

 Expand Webinar Video

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.

Related Pages

Advisor Transition Dashboards (Firm and Rep)

Reference #: R1_2022_KEY2

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.

The app allows users to view the number of accounts by Workflow status. Users can see results for all reps or for a specific rep.

Rep Transition Assistant Dashboard

Reference #: R1_2022_KEY3

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.

Users can view the current status and task of Work Items associated with their transition. Users can also open Work Items directly from the app.

 View Advisor Transition Dashboard Webinar
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Compliance TRACKR

Reference #: R1_2022_KEY4

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.

The Compliance TRACKR app is a dynamic wizard-based experience. You can document recommendations to new or existing clients and prospects. The on-screen options and fields change based on your selections. The app also enables you to provide any required disclosures.

 View Compliance TRACKR Webinar

Related Pages

Quick Start

Reference #: R1_2022_KEY5

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.

 View Quick Start Webinar

Related Pages

Work Item Status App

Reference #: R1_2022_KEY6

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.

Only certain CRMs, such as Redtail and Wealthbox, can send contact information to the Work Item Status app. The Work Item Status app displays a list of Work Items filtered by Status. Selecting a Work Item displays a list of attached documents. Users can then choose to open the Work Item or one of its documents.

Note: Without selecting a contact, you will not see the app in the Quickstart menu.

 View Work Item Status Webinar

Related Pages

Improvements

Auto-Refresh Token (NFS)

Reference #: R1_2022_KEY7

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.

After initializing an NFS token, users will not need to refresh for 90 days manually. Instead, the system will automatically refresh the token whenever users attempt the Open Account action. If a user's token has expired, the system will display an error message.

Related Pages

eSubmit Advanced App

Reference #: R1_2022_KEY8

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.

The app is used to easily create a new Work Item and to quickly upload filled-out forms and other scanned relevant documents (such as checks) for a new account. The documents are then indexed, organized, and processed by the back-office employees.

 View eSubmit Advanced Webinar

Navigation Breadcrumbs

Reference #: R1_2022_KEY9

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.

The header on the Work Item's Details screen displays additional client/company information.

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Redtail

Reference #: R1_2022_KEY10

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.

Note: If your site does not have Quick Start enabled, then clicking Send to Quick Start sends the contact information to Starting Point.

Related Pages

Wealthbox Improvements

Reference #: R1_2022_KEY11

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.

 View Wealthbox Enhancements Webinar

Related Pages

Apps

Fixes

Tracker BI

Reference #: R1_2022_APP1

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

Related Pages

Docupace Administration

This section shares information about changes to features used by Docupace administrators, such as domains, configuration settings, changes to integrations with other systems, or improvements to core functionality.

New Features

Qualification Type Domain

Reference #: R1_2022_DA1

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.

The Qualification Type attribute allows users to categorize a registration type as Qualified or Non-Qualified. Users can also use this new attribute to drive behavior in Docupace:

  • Transitions

  • Validations

  • Apps

  • Etc.

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Starting Point

Reference #: R1_2022_DA2

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.

Related Pages

Integrations

This section shares information about how the Docupace System integrates with outside systems.

Improved Features

SIGNiX

Reference #: R1_2022_INT1

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.

 View Webinar

Related Pages

Fixes

Pershing Integration

Reference #: R1_2022_IN2

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

SIGNiX

Reference #: R1_2022_IN3

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

User Experience

This section shares information about changes that have been made in this release that improve the overall user experience.

Fixes

Work Items

Reference #: R1_2022_UE1

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

Reference #: R1_2022_UE2

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

Reference #: R1_2022_UE3

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.

Reference #: R1_2022_UE4

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.

Reference #: R1_2022_UE5

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

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