Overview: Starting Point is a wizard page within Docupace that walks a user through the creation of Work Items for new accounts, account maintenance, or any other workflows defined in the system. It is the engine that bundles forms for each Work Item.
Starting Point Overview
When an advisor launches the Docupace Starting Point either from the Docupace system or from a 3rd party CRM integration, a wizard opens and guides them through a step-by-step process to help determine the required set of forms to complete the paperwork.
Based on the advisor’s answers, the system assembles the appropriate forms into a packet (Work Item) for the advisor to fill out and process. Depending on the pre-defined workflow, the advisor can then either print the forms for a client's wet signature (and subsequent imaging back into Docupace) or process the work completely electronically (eSign).
The first question in the Starting Point “What do you want to do?“ shows the user a list of actions to choose from. Each of these actions matches a Request Group entry. For the Request Group to appear on this screen, you must define at least one Forms Matrix entry.
Audience: BAs, CAs, Administrators, Developers.
Functionality: Use the Forms Matrix domain to configure what steps are included in the Starting Point wizard and which forms are bundled into the Work Items at the end of the step-by-step process.
Related Pages
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Launching Docupace Starting Point from SmartOffice (Docupace Platform User Guides)
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Configuring Starting Point with the Forms Matrix (Docupace Platform User Guides)
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Using SmartOffice / Docupace Integration (Docupace Platform User Guides)
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Reviewing the Work Item Summary Screen (Docupace Platform User Guides)
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Creating a Forms Matrix Entry
You can configure the Starting Point logic in the Forms Matrix (338) domain. A Forms Matrix entry defines the steps and options included in the Starting Point wizard. It also lists forms that will be bundled into the Work Items when the advisor goes through the Starting Point steps.
To set up a new set of questions and the corresponding bundle of forms:
Example: After defining a matrix, a completed record may look like this:
Tip: In this example, the following will occur:
A client subfolder will be created with the associated subfolder information of Subfolder Type Brokerage, Registration Type of Individual, and Product Type of Brokerage.
A subfolder linked to a newly created work instruction with a Request Type of New Account – Brokerage and a single form will be assigned to this work item: Pershing New Account Instructions (based on the fact that only one form was selected in the matrix).
Example of a completed record
Request Group: New Accounts
Vendor/Custodian: Pershing
Product Type: Brokerage
Registration Type: Individual (not visible)