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 Change Log

Date

Change

August 2022

Merged Back Office and Front Office versions of the guide.

April 2020

Separate options to print a Coversheet or a Barcode for the created Work Item.

August 2019

Change to the overall design. Name changed to eSubmit app. Re-built on Docupace Start technology.

July 2018

The initial Concierge app.

Introduction: This guide describes how to use the eSubmit App in order to quickly create a new Work Item.

Table of Contents

Related Pages

Audience: Advisors and Back Office processors

Functionality: The eSubmit app gives the advisors a simplified way to submit business to the back office. It 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.

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