Key innovations to the Docupace system

New features

This section tells about major improvements to the Docupace System.

Advanced Task Assignment

Reference #: R1_2021_KEY1

Change: Created the Advanced Task Assignment feature to automatically assign tasks. This functionality provides an additional layer of filtering to assign Work Items.

This feature also relates to the Holidays domain. For more information, refer to Advanced Task Assignment: Holidays domain.

Open

_{The skill priority pyramid}

Direct NAO

Reference #: R1_2021_KEY2

Open

Primary Account Holder form

Docupace Start

Reference #: R1_2021_KEY3

Fax-to-Fund

Reference #: R1_2021_KEY4

Reference #: R1_2021_KEY5

Holidays Domain

Reference #: R1_2021_KEY6

Jaccomo

Reference #: R1_2021_KEY7

Laser App

Reference #: R1_2021_KEY8

Deployment Tool

Reference #: R1_2021_KEY9

Pershing Advisor Solutions (PAS) Integration

Reference #: R1_2021_KEY10

Reference #: R1_2021_KEY11

Reference #: R1_2021_KEY12

SIGNiX

Reference #: R1_2021_KEY13

Work Items

Reference #: R1_2021_KEY14

Fixes

Advice Pay

Reference #: R1_2021_KEY15

Work Items

Reference #: R1_2021_KEY16

Docupace administration

This section shares information about changes to features used by Docupace administrators, such as domains, configuration settings, changes to integrations with other systems, or improvements to core functionality.

Fixes

Application Preference

Reference #: R1_2021_DA_1

Documentation

Reference #: R1_2021_DA2

Reports

Reference #: R1_2021_DA3

Reference #: R1_2021_DA4

Retrieve

Reference #: R1_2021_DA5

Docupace Workflow

This section shares information about changes to features used during the Docupace Workflow.

New features

Client Folder

Reference #: R1_2021_DW1

Fixes

Asynchronous Stamping

Reference #: R1_2021_DW2

Client Folder

Reference #: R1_2021_DW3

Fax-to-Fund

Reference #: R1_2021_DW4

Retrieve

Reference #: R1_2021_DW5

Reference #: R1_2021_DW6

Reference #: R1_2021_DW7

Starting Point

Reference #: R1_2021_DW8

Work Items

Reference #: R1_2021_DW9

Reference #: R1_2021_DW10

Reference #: R1_2021_DW11

Reference #: R1_2021_DW12

Reference #: R1_2021_DW13

Reference #: R1_2021_DW14

Reference #: R1_2021_DW15

Integrations

This section shares information about how the Docupace System integrates with outside systems.

Fixes

Envestnet

Reference #: R1_2021_INT1

Redtail

Reference #: R1_2021_INT2

Reference #: R1_2021_INT3

SIGNiX

Reference #: R1_2021_INT4

This section describes changes made to Docupace that affect the user experience.

Improvements

Oracle RAC

Reference #: R1_2021_UE1

Fixes

AOS Widget (Login)

Reference #: R1_2021_UE2

Docupace Start

Reference #: R1_2021_UE3

Global Search

Reference #: R1_2021_UE4

Monitor

Reference #: R1_2021_UE5

Retrieve

Reference #: R1_2021_UE6

Reference #: R1_2021_UE7

Reference #: R1_2021_UE8

Reference #: R1_2021_UE9

UI

Reference #: R1_2021_UE10

apps

This section shares information about changes to APPs, apps, and wizards within the Docupace system.

New features

Docupace Start (DSP)

Reference #: R1_2021_WIG1

Account Opening and Servicing (AOS)

Reference #: R1_2021_WIG2

Improvements

X-Ray app

Reference #: R1_2021_WIG3

Fixes

Docupace Start

Reference #: R1_2021_WIG4

Reference #: R1_2021_WIG5

Reference #: R1_2021_WIG6

Tracker BI

Reference #: R1_2021_WIG7