R2 2021 Release Notes
- Mercedes Rothwell
- Gints Vaskums
- Brian Lee Newman
Docupace System R2 2021 Release Notes
Connect 4.63 - Core 23.9
This article shares the new features, updates, and fixes that are part of the Docupace R2 2021 release.
Table of Contents
- 1 Key Innovations to the Docupace System
- 1.1 New Features
- 1.1.1 eSign
- 1.1.2 Docupace Analytics
- 1.1.3 jaccomo Data Exchange
- 1.1.4 NIGO/Reject app
- 1.1.5 Wealthbox
- 1.1 New Features
- 2 User Experience
- 2.1 Fixes
- 2.1.1 CIP Verification
- 2.1.2 Email
- 2.1.3 eSign
- 2.1.4 Forms Matrix
- 2.1.5 PDF Viewer
- 2.1.6 Report Builder
- 2.1.7 Starting Point
- 2.1.8 Work Items
- 2.1 Fixes
- 3 apps
- 3.1 Fixes
- 3.1.1 Docupace Start
- 3.1 Fixes
- 4 Patches
- 4.1 Fixes
- 4.1.1 Work Items
- 4.1 Fixes
Key Innovations to the Docupace System
New Features
This section tells about major improvements to the Docupace System.
eSign
Reference #: R2_2021_KEY1
Change: Added an application preference that prevents users from merging eSigned documents.
Docupace Analytics
Reference #: R2_2021_KEY2
Accessing reports from Docupace
Reference #: R2_2021_KEY3
jaccomo Data Exchange
Reference #: R2_2021_KEY4
NIGO/Reject app
Reference #: R2_2021_KEY5
Reference #: R2_2021_KEY6
Wealthbox
Reference #: R2_2021_KEY7
User Experience
This section shares information about changes that have been made in this release that improve overall user experience.
Fixes
CIP Verification
Reference #: R2_2021_UE1
Reference #: R2_2021_UE2
eSign
Reference #: R2_2021_UE3
Forms Matrix
Reference #: R2_2021_UE4
PDF Viewer
Reference #: R2_2021_UE5
Report Builder
Reference #: R2_2021_UE6
Starting Point
Reference #: R2_2021_UE7
Work Items
Reference #: R2_2021_UE8
apps
This section shares information about changes to APPs, apps, and wizards within the Docupace system.
Fixes
Docupace Start
Reference #: R2_2021_WIG1
Patches
Fixes
Work Items
Reference #: R2_2021_PATCH1
Reference #: R2_2021_PATCH2
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