Introduction: These features are available once the Salesforce and Docupace integration is set up for your site.
Change Log
Date
Changes
August 2023
New features from the R1 2023 release.
January 2023
SSN field is not mandatory anymore.
Formatting.
List of Features
With the Docupace integration release R1 2023, Advisors gain greater control of Docupace Work Items and Documents while staying within the Salesforce environment.
Here is the full list of integrated features:
Navigating from Salesforce to Docupace with a Single Sign-On (SSO)
On-demand synchronization of Salesforce Accounts to Docupace Client Folders
Viewing Docupace Work Items and their content directly in Salesforce UI
Creating a new Work Item for a Salesforce Account with the Docupace Starting Point
Viewing a list of Docupace Documents for a Client and for each Work Item
Filling out PDF forms for Docupace Documents directly in Salesforce UI with the Docupace Document Viewer
Uploading new Documents and indexing their Client Document Type
Replacing an existing Document with a new PDF or image
Adding and viewing Advisor Notes for Work Items
Viewing Event History for Work Items
Moving Work Items through the Docupace workflow using transition buttons
Viewing Docupace errors and warnings for Work Items
Re-assigning a Work Item to the current user
Opening a Work Item in Docupace for additional actions, e.g. to add a Reject Reason Code
Mapping between Salesforce and Docupace Objects
Warning: Only standard Account objects in Salesforce are supported “out-of-the box“. Integrating other custom or customized objects used by your Salesforce system will require initial analysis by the Docupace team.
Audience:Advisors and Financial Professionals, who are users of Salesforce.com. Business Analysts and Developers who need to connect Salesforce.com to Docupace.
Functionality: This is a general overview of the features that are available with the Docupace integration release R1 2023.
