Key Innovations
New Features
eSign Override
Reference #: KEY_2022_3
Change: Users can now override and disable signature fields on forms.
Benefit: Users can accurately update signature fields for esign on forms used for both entities and individuals.
This update adds a validation, orange arrows, and a screen called Configure Signer. You can enable or disable this feature via application preferences. See the eSign Override guide for more information.
Related Pages
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Changing Designated Signers with Signature Override (Docupace Platform User Guides)
Salesforce Financial Services Cloud
Reference #: KEY_2022_5
Change: Docupace fully supports integration with the Salesforce Financial Services Cloud.
Benefit: Financial Services Cloud (FSC) is the most suited Salesforce Cloud product for the Financial Services industry, as it supports the new Household Data Model. Clients, using both FSC and Docupace, can synchronize data between the two systems.
Use the new Salesforce Integration installation package, version 1.12, to set up your integration with FSC.
Other changes included with this version:
SSN/TIN no longer becomes a required field on your Salesforce instance once the integration package is installed.
A new Docupace application preference - salesforce.excludeObjects, that reduces data traffic, when synchronizing Salesforce objects with Docupace. List those Salesforce objects, that should not be queried, in this application preference.
Additional configuration for the Contact object in Salesforce is not required. All configuration steps for the Account object are explained in the Salesforce Integration Guide.
Related Pages
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Configuring Docupace Settings for Salesforce Integration (Docupace Platform User Guides)
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Salesforce.com Integration (Docupace Platform User Guides)
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Configuring the Salesforce Integration (Docupace Platform User Guides)
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Checking Prerequisites (Docupace Platform User Guides)
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Configuring Salesforce Lightning UI Settings (Docupace Platform User Guides)
User Experience
This section shares information about changes to features that improve the end-user experience.
New Features
Fixes
Client Folder
Reference #: UE_2022_2
Change: Fixed an issue, where only some parts of the Client Folder information were showing in Subfolder table for Work Item details.
Work Items
Reference #: UE_2022_3
Change: