Connect 4.48 - Core 22.14
Introduction: This article shares the new features, updates, and fixes that are part of the 2019 Summer release.
Table of Contents
Click on images to view them in full size.
This section shares information about changes to Docupace Start wizard.
New Features
Docupace Start Navigation Panel
Change: A new navigation panel on the left side of Docupace Start.
Benefit: Clearer process, when using Docupace Start.
Description: It is now possible to enable a navigation panel on the left side of the window. As the user fills in data in the Docupace Start wizard, the processed steps can be seen on the left side. If necessary, he may navigate back to previous steps and change entered data.
When configuring the wizard, it is also possible to create a hyperlink directly to each of the Docupace Start tiles in the navigation panel.
Docupace Start Navigation Panel
Saving Work and Resuming Where the User Left Off in Docupace Start
Change: Ability to save a work item by adding a “Save” button to a Docupace Start page.
Benefit: Possibility to save work in progress.
Description: As the user creates a Work Item and Case using Docupace Start, he may save his on-going work and proceed at a later time.
Saving a Work Item in DSP
Opening a Specific Work Item with Docupace Start
Change: An already created Work Item can be opened in the Docupace Start wizard.
Benefit: Possibility to resume work in progress.
Description: Once the user has created a Work Item, it can later be opened using the Docupace Start wizard and the information updated using a user-friendly interface.
Open Work Item with Docupace Start
Repeatable Panels With Multiple Fields on Docupace Start Pages
Change: A new panel that can group Docupace Start elements on a page.
Benefit: A more flexible way to configure Docupace Start wizards.
Description: This panel may contain any number of other fields or groups of fields. It can be made invisible based on a configurable condition. It can also be repeated as many times as necessary, as the user fills in the client’s data.
This can be useful, for example, when listing information about joint owners for an account or adding several alternate addresses.
Repeatable Panels on Docupace Start
New Docupace Start Field Attribute – “Read-Only Condition”
Change: A “Read-Only Condition” attribute added to fields in DSP.
Benefit: More flexible configuration of Docupace Start wizards.
Description: A Docupace administrator may now add a conditional expression that controls when a field in Docupace Start is read-only or editable by the users.
Read-Only Condition in DSP
Tiles Based Upon Domain Data in Docupace Start
Change: Support for creating tiles based upon domain data.
Benefit: More flexible configuration of Docupace Start wizards.
Description: DSP pages can now be configured to contain tiles, which display data from domains, as well as static data. This can be used, for example, to show the list of Reps in Tiles view.
Improved Features
PDF Forms are Synchronously Filled While Working in Docupace Start
Change: Client’s data field values are synchronized with the PDF forms “on the fly”.
Benefit: Information in all views is always up-to-date.
Description: As the user fills in client’s data in the Docupace Start wizard, the corresponding fields in PDF forms that are attached to the respective Work Item are also automatically filled in.
PDF updated with information entered in Docupace Start wizard
Improved Docupace Start Performance for Large Wizards
Change: Large Docupace Start pages can now be processed by the system.
Benefit: Quicker Work Item processing.
Description: Internal improvements to the system make Docupace Start pages load quicker.
Large Docupace Start pages
Improved User Experience when transitioning from Annuitynet back to Docupace
Change: Updated the splash screen displayed to the user after they submit a transaction in Annuitynet.
Benefit: Improved user experience with better information about what is happening while we are processing the carrier forms in Annuitynet and hydrating the work item in Docupace.
Description: Updated the splash screen displayed to the user after they select "confirm contract..." in Annuitynet (final step/submit) from showing a spinning wheel to a status indicator with progress steps.
New Features
This section shares information about changes to the user authentication process.
User Name Aliases Supported by the ACL file
Change: Added support for “Alias” reference in the ACL data load file.
Benefit: Correct user authentication information used by Docupace.
Description: Users in Salesforce may use a different username than in Docupace. To support this, there is a field “Alias User Name” in the User Access domain. It can now be loaded into the system through the ACL data load file.
Loading User Aliases with the ACL file
New Application Preferences to Control Timeout Length
Change: Added support for changing the timeout length.
Benefit: A more flexible way to configure the system.
Description: Previously, application timeout was a site-level setting. Now the Docupace system administrators can, for example, configure the timeout length to be different for Clients and for Internal Staff.
The following preferences control this behavior:
application.idle.timeSec– number of seconds before the user is logged off after inactivityapplication.idle.timeoutSec– number of seconds before the timeout, when a warning message is shown to the user.
Note: Connect only
Timeout message
Improved Features
Updated Password Requirements in the Change Password Dialog
Change: Password requirements information and validation messages have been added to the Change Password dialog.
Benefit: A more secure and less error-prone user authentication process.
Description: The basic requirements for a password are a minimum of 8 characters including at least: 1 uppercase letter, 1 lowercase letter, 1 number, and 1 special character from the following options: .`~!@#$%^&*()_-+=[]{}|;':",./<>?
Password Requirements
Control the User Lockout Preferences for the Site
Change: Added support for user lock-out after a configurable number of invalid attempts. This preference can be set in the dbrealm interface.
Benefit: A more secure and less error-prone user authentication process.
Description: The lock-out process works as follows:
The user enters password incorrectly a set number of times.
The system locks the user for a set time period.
Note. The site administrator may configure site preferences to allow locked out users to reset their passwords during the lockout time period. Alternatively the site administrator may unlock the user directly, if necessary.The user can log in only once the lockout time expires.
The user is asked to change the old password.
The user can access the system with the new password.
Keys
The following keys in the docucore .properties file control the user account lockout behavior for each site:
com.docupace.ariadna.SecurityConfig.userAccount.lockOnFailedLogin.enabled com.docupace.ariadna.SecurityConfig.userAccount.maxAllowedLoginAttempts com.docupace.ariadna.SecurityConfig.userAccount.lockPeriodMinutes com.docupace.ariadna.SecurityConfig.userAccount.allowedTimeBetweenLoginsMinutes
A lock-out message
New Features
This section shares information about changes that have been made in this release that improve overall user experience.
UI Events for Docupace Screens
Change: Custom UI events, when opening Domain Details, Domain Summary or Task Summary screens.
Benefit: A more flexible way to customize your Docupace system.
Description: You can configure the system to launch custom UI events, when the user opens Domain Details, Domain Summary or Task Summary screens. This can be used, for example, to launch a specific Docupace Start wizard, depending upon the type of Work Item opened.
Embedding Widgets in the Task Summary Screen
Change: Added support for embedding widgets in the Task Summary screen.
Benefit: Makes Docupace more customizable.
Description: A new panel is added to the top of the Work Item Task screen. It is customizable by CSS. This panel may contain data from domains, regular action buttons and transition action buttons. The customizable Panel remains visible when Document Viewer is expanded in Full screen mode.
New Application Preferences to Control Items Displayed on the User Settings Page
Change: Added support for hiding and showing of items on the User Settings page.
Benefit: A more flexible way to configure the system.
Description: The following elements on the User Settings page can be hidden or displayed by the Docupace systems administrator:
"Change Password" (
web.userSettings.showChangePassword)"Forgot Password" (
web.userSettings.showForgotPassword)"CRM Credentials" (
web.userSettings.showCRMCredentials)"eSign Credentials" (
web.userSettings.showeSignCredentials)"User Access" (
web.userSettings.showUserAccess)"Search and Sorting Preferences" (
web.userSettings.showSearchAndSortingPreferences)
Set the preference value to Yes, to show the element, or No, to hide it.
User Settings page
Improved Features
Ability to Hide “Previous”, “Next” and “Back” Links
Change: A new application preference that controls whether “Previous”, “Next” and “Back” links are visible to the users.
Benefit: A more streamlined interface for the user.
Description: In some cases links “ Previous, ” “ Next, ” and “ Back ” are not useful to the users. To hide the links, configure application preference application.navigationLinks.enabled to the value “false”.
Hidden “ Previous ” , “ Next ” and “ Back ” links
Changing the Default Behavior When Clicking on a Queue in My Work Widget
Change: A new application preference that controls the default behavior when clicking on queues in My Work widget.
Benefit: Improved user experience in “My Work” widget.
Description: In some cases the users may process Work Items from several Task queues, or, if no specific task is assigned to them, get Work Items from the global pool of tasks. To see the global pool of unassigned Work Items, the user may deselect the current Task queue, by clicking on it a second time.
This feature is controlled by the application preference application.preference.myWork.enableTaskSelectionToggling.
“ My Work ” widget with the task queue selected
Only Date Values Can Be Entered in Date Fields
Change: Added support for real-time validation of date fields in Docupace Start/Document details dialogues.
Benefit: Less error-prone data entry.
Description: User may only enter date in one specific format. This feature is controlled by the application preference: web.edit.manualDateInput.enabled .
Date validation
Auto-Populated Steps Shown in the History Panel from Third Party Integrations
Change: Added support for history tracking of auto-populated values within Starting Point.
Benefit: Users see the entire history of changes to the client information.
Description: The History panel on the right side of Starting Point displays all values entered both manually and automatically, and now supports capture of history from third-party integrations.
Updated values in the History panel
Ability to Control Whether the Data is Validated Before “Print & Submit”
Change: A new application preference that controls whether validation occurs before Print & Submit.
Benefit: Improved action validation in viewer.
Description: When the user clicks “Print and Submit”, the data in the forms is validated, before bringing up the Print screen. Appropriate warnings anre displayed if issues with the data are found. To turn on this feature, configure application preference sp.validateWorkflowBeforePrintAndSubmit.enable to the value “true”.
Fixes
Use of Special Characters in the Client Documents Description Field Restricted
Change: System does not allow to save a Client Document if special characters (, . " : ; ? # * { } [ ] < > ~) are used in the Client Documents Description field.
Benefit: Reduced amount of errors in the entered Client data.
Description: Please note, that Client Document entries that were saved with special characters in the Description field prior to this version will remain unchanged until opened for editing again. If they are opened for editing, the user will be required to correct the Description field before saving.
Warning Message for the Client Documents Description Field
Minor Interface Issues in IE Resolved
Change: Reduced the number of unnecessary scroll bars that appeared when user finishes scrolling using Internet Explorer.
Benefit: A more streamlined interface, that is less confusing to the users.
Description: Previously Internet Explorer displayed three scroll bars next to each other, when the user opened Docupace. This has been reduced to two scrollbars, but one of them disappears, when user finishes scrolling. IE specifics does not allow for a better solution at present.
Opened Docupace Workspace in Internet Explorer
Fixed Header and Footer Resize Mechanisms
Change: Headers and footers are displayed correctly.
Benefit: A clearer user interface.
Description: Resolved header layout issues with long user names. All interface elements that are in the footer are displayed when using normal zoom level on the screen.
Navigation and User name stay in line
“Starting Point” Button Only Visible, When It Is Useful
Change: “Starting Point” button is now only visible if there are client folder or subfolder records to select
Benefit: A more streamlined interface, that is less confusing to the users.
Description: Previously the “Starting Point” button appeared on several indexing screens on configuration domains. This has been resolved.
“Starting Point” b utton hidden
“Assigned To” Dropdown Will Not Show Disabled Users
Change: Only those users that are currently active in the system are shown in the “Assigned To” dropdown list.
Benefit: Less error-prone data entry.
Description: Previously, in the Monitor screen when searching for a task, all system users were shown in the “Assigned To” dropdown list, regardless of their status.
"Assigned To" dropdown showing only active users
Resolved Word-Wrapping Issues
Change: Resolved issue with word-wrapping of multi-string fields on the form details page.
Benefit: Users can see all data on the screen.
Description: Previously, if there were a large number of values selected in a multi-string field, now all of them could be seen.
"States" field with word-wrapping