Platform Updates

Automatic

You will automatically see these changes upon updating to the new version.

API

🌟 This enhancement supports opening multiple iframes from external systems through SSO (Single Sign-on) login. This update allows Developers to embed Docupace content into other sites and CRM content into Docupace pages.

Administration Tab

🐞 Fixed an issue where the clickable area of certain titles on the Administration screen was larger than expected.

Analytics

🌟 Integrated Google Analytics into the Docupace sites. The information we collect will allow us to improve Docupace site performance and system usability in the near future. We'll be able to make meaningful enhancements where it matters the most to our users.

Centralized Mapping

📌 Added a new CUSTODIAN-PERSHING namespace for the Pershing NAO integration. With the addition of this namespace, centralized mapping becomes easier to configure. This will lead to more standardized future implementations and quicker rollout of mapping bug fixes on the current sites.

Client Documents Domain

📌 Added three new attributes to the Client Documents domain (111). These attributes are generic and may be relabeled as needed to serve your organization’s needs. These attributes allow you to customize the information you capture about client documents without having to contact Engineering.

List Domains

🐞 Resolved an issue where searching for domains using the Contains filter returned no results.

Starting Point

🐞 Resolved an issue where Rep information was missing on the Summary page of a Work Item created from Starting Point for a new client.

🐞 Resolved an issue where an underscore ( _ ) appeared on the Save/Save and Close toolbar when creating a new client in Starting Point.

User Settings

🐞 Fixed a bug that caused a system error when opening the User Settings screen.

Work Items

🐞 Resolved an issue when after editing Work Item details (e.g. ADV Notes, NIGO Reason Code, or eSign info), clicking Save and Close took the user to the wrong screen.

🐞 Resolved an issue that caused stamping a document to fail on the first attempt when stamping multiple documents.

Requires Configuration

To see these changes, you need to configure something or request help from Support.

Advisor Office Workflow

🐞 Fixed a bug where there was an extensive delay between clicking the Get from Pool button and the system assigning a Work Item to the user.

Email Notifications

🌟 Added a new mechanism for configuring actions that automatically send emails to clients when a Work Item transitions between queues in the workflow. The Advisors do not have to manually write emails notifying the clients when the account is opened, funded, and trades completed.

Docupace Start

🌟 Added support for meta field name patterns. Created a standard function that calculates meta field names by combining the page group name, field group name, and field name. There is less hard-coding required. Meta field names are generated dynamically, as the end-user enters more data sets into the app (e.g. additional beneficiaries, several addresses, etc.).

🌟 Created a navigation framework for apps created with Docupace Start. This adaptive navigation makes apps more user-friendly.

📌 Apps created with Docupace Start can now use either the old QUIK! namespace or the new Docupace BASE names. This will lead to more standardized future implementations that are not affected by changes made by QUIK! to field names in their forms.

🐞 Fixed a bug in the Docupace Start app. When app developers were adding UI elements to a new page, the page appeared blank.

IDP Multifactor Authentication (MFA)

🌟 Docupace now supports Auth0 multifactor authentication (MFA). This type of authentication enables an additional layer of security by requiring users to provide multiple forms of identification, such as a password and a one-time verification code.

Retrieve

🌟 Added a new application preference that turns off the Retrieve auto-search for specified domains. This update prevents users from experiencing a timeout error when trying to search domains with thousands of records.

Requires Change Request

To implement these changes, you need to submit a change request.

Event-Based Retention

🌟 Compliance officers can configure an automatic digital shredding process for any documents stored in Docupace. They can review documents scheduled for deletion and approve their removal from the system. Allows you to maintain a clean system and remain compliant with organizational and federal data retention requirements.

PreciseFP

📌 Added a new attribute (External Doc ID) to the Client Documents domain (111) that is required for the document storage integration with PreciseFP. This attribute Enhances document storage between PreciseFP and Docupace which allows for storage of the external document ID reducing the potential for duplication.

Salesforce

📌 We have significantly improved the visibility and efficiency of our integration for users using it for reviewing work items and documents in Salesforce. Our Salesforce integration now allows users to perform workflow actions without leaving Salesforce. These actions include:

• Adding and replacing documents

• Adding and reviewing Advisor Notes

• Viewing the Event History

• Transitioning work items within the workflow

Premium Platform Updates

These updates relate to features and functions that are paid add-ons to the standard Docupace Platform. Reach out to your CSM to discuss getting these features added to your site.

AnnuityNet

🐞 Fixed an issue with the eSign Date not populating on AnnuityNet forms for Sammons Annuities.

Envestnet

🌟 Envestnet sends proposals as documents that are stored in the Client Subfolder. Now users can see proposals in Docupace.

📌 Created a new application preference (esign.transaction.combine.task.list) that allows site admins to control the Combine eSign logic. Work Items that relate to the same Envestnet proposal are sent as part of one eSign transaction.

Developer Portal Updates

[Will be included only if there is an update]