Platform Updates
Automatic
You will automatically see these changes upon updating to the new version.
User Experience
🐞 Fixed an issue that caused the User Tools menu to cover the user’s name in the navigation bar when a user hovered over it.
🐞 Fixed an issue that caused the Back button to not work when users attempted to navigate back to the Monitor after opening a WI.
🐞 Fixed an issue with the Client Document domain displaying an incorrect date and time for the Date Advisor Forwarded.
🐞 Fixed an issue that prevented users from uploading files with special characters in the file names.
🐞 Fixed an issue that was causing the system to only display 15 records rather than the number specified in the Table Page Length: Retrieve app preference.
📌 Changed the start date and event date columns to the Timestamp type.
Developer Portal
🐞 Resolved an issue where the API was not returning records for a Work Item with multiple documents from different domains.
Example: The Work Item had documents from both the Client Documents and Advisor Office Documents domains.
Callbacks
🐞 Resolved an issue that caused a delay in Callback processing.
📌 Made URL callbacks configurable for multithreaded processing.
eSign (Any)
📌 Added the ability to store each signer’s IP Address in the eSign Recipient domain.
eSign (Docusign)
📌 Users can now see an esign recipient's real-time status on the eSign Transaction screen.
eSign (SIGNiX)
📌 You can now update a signer’s email address through Docupace. You can also resend the SIGNiX notification to that new email.
Forms
🌟 Added the ability to create field validations with a single click while in Admin Mode. This auto-generates Forms M-to-M mappings. You can also revert these changes. You can make a field:
Required
Required for eSign (all forms or the specific form)
Read-Only
🌟 Added the ability to validate form fields based on predefined formats determined by the Form Fields Meta and Form Fields Format domains.
🌟 Added a default set of 17 predefined formats for PDF form validations.
🌟 Added a new attribute to the Form Field Format domain (282) called Description. The Description field contains details about the logic used in the pre-defined format.
Mapping
🐞 Fixed an issue that caused some users to see an "Invalid value" message when attempting to save changes to new mapping records with an empty Value field.
Redtail
🐞 Fixed an issue that was causing SSO into Docupace to fail when clicking Send to Client Folder.
Smart Office
🐞 Fixed an issue that prevented some users from being able to SSO into Docupace from Smart Office.
TrackerBI
🐞 Fixed an issue that caused some users to receive an error when submitting TrackerBI information.
Workflow
🐞 Fixed an issue with the Application Preference that determines which users have the ability to reassign Work Items.
Requires Change Request
To implement these changes, you need to submit a change request.
Callbacks
📌 Added the ability to include security during the callback process
Created six application preferences to send the configured headers.
The callback values can be stored in either the Memo or Password/Secret field.
📌 Created new Account Number substitution variables for callbacks.
Requires Support Request
eSign (Any)
🌟 Added the ability to sign multiple eSign envelopes in a unified signing ceremony. When this feature is configured, users can add or remove Work Items to an account group. When all Work Items for an account group are sent for eSigning, the client will receive one esign envelope containing all the documents in the account group.
Note: This feature is only available for Work Items that involve the same people (i.e. the same Advisor, Primary Signer, etc.).
Premium Platform Updates
These updates relate to features and functions that are paid add-ons to the standard Docupace Platform. Contact your CSM to discuss adding these features to your site.
Envestnet
Note: These updates requires you to have the 2.0 version of the Docupace-Envestnet integration.
📌 Added a microservice to upload the SIS document when you create a non-annuity Strategy Modification proposal.
📌 Added a new optional attribute to the Starting Point Transactions domain to hold the Envestnet Proposal Handle.
📌 When creating a new Work Item, the system retrieves the Proposal Handle attribute automatically.
📌 Created a new release for the Envestnet integration with updated M2M scripts.
Pershing
📌 Updated the Pershing Custodial Document Booking API to address Pershing's changes. The system no longer populates the registeredRepresentative field.