Table of Contents

Analytics

Reference #: KEY_01_R1_2023

Docupace will be tracking site usage information, such as the number of unique users per site, average session duration, statistics on user interactions with the system, and so on.

Google Analytics can be disabled on a site-by-site basis through an application preference. Set application.googleAnalytics.common.enabled
to No. This feature is enabled by default.

Event-Based Retention

Reference #: KEY_02_R1_2023

Event-Based Retention (EBR) allows you to configure rules based on system events. These rules determine how long specific documents must be retained before they can be digitally shredded.

Once shredded, all document images, links, and references to them from Work Items are deleted.

Centralized Mapping

Reference #: KEY_03_R1_2023

Open

Open

IDP Multifactor Authentication (MFA)

Reference #: KEY_04_R1_2023

The standard setup uses Adaptive Multifactor Authentication via SMS Notification. This means that the system will send the user a code via text message. They must enter this code in order to complete the login process. Adaptive MFA only triggers MFA when high-risk events are present. For example, MFA will trigger when a user tries to sign in from:

• a device that has not been used to access the site within the last 30 days.

• a geolocation that indicates an impossible travel situation compared to the last login.

• an IP address associated with suspicious behavior.

Envestnet

Reference #: KEY_05_R1_2023

This update adds new attributes to the Client Subfolder domain (115) to handle these documents.

They map to the BASE namespace as follows:

• Registration Handle = ACCOUNT.ACCOUNT1.RegistrationHandle

• Proposal Handle  = ClientProposal.ProposalHandle

• Service Request Handle = ClientProposal.ServiceRequestHandle

Salesforce

Reference #: KEY_06_R1_2023

Docupace Start

Reference #: APP_01_R1_2023

Reference #: APP_02_R1_2023

Added a new second-level navigation element that lists pages in a page group. The system keeps track of the intended order of pages and group hierarchy. Navigational buttons - Previous and Next - work as expected, moving the user to adjacent pages in the pre-defined order. App developers can customize the style of the navigation.

Reference #: APP_03_R1_2023

If the Application Using Docupace Names parameter is enabled, apps synchronize Starting Point data using Docupace names. By default apps work with the old names.

Docupace Start

Reference #: APP_04_R1_2023

Client Documents Domain

Reference #: ADMIN_01_R1_2023

The new attributes are disabled in Security Manager by default. They currently use generic labels, but you can change the field name displayed to users.

PreciseFP

Reference #: ADMIN_02_R1_2023

The new attribute is called External Doc ID. When a client document relates to a record in PreciseFP, the system synchronizes the External Doc ID from the document storage integration.

Retrieve

Reference #: ADMIN_03_R1_2023

When you open a domain through Retrieve, the system automatically displays all records from that domain. Some domains have so many records that the search times out. The system then displays an error to the user.

Type domain IDs into the application.domain.disableAutoSearch Memo Value field separated by a comma. The system will disable auto-search for those domains.

Administration Tab

Reference #: ADMIN_04_R1_2023

List Domains

Reference #: ADMIN_05_R1_2023

API

Reference #: INT_01_R1_2023

Any CRM integration that uses the OAuth protocol for its SSO may open multiple Docupace pages and dialogs at the same time. Developers can embed iframes into an external system that will show content from Docupace.

Envestnet

Reference #: INT_02_R1_2023

Work Items get a Pending Combined Transaction status until the Advisor completes all relevant paperwork. Then the system sends all the documents in a single eSign envelope to each signer.

To enable this application preference, enter into the Memo Value field the names of queues that must combine multiple Work Items, e.g. Pending Advisor Review, Pending eSign.

Set the preference to null to send such Work Items as individual eSign transactions.

AnnuityNet

Reference #: INT_03_R1_2023

Email Notifications

Reference #: UE_01_R1_2023

After the email is sent, information is added to the Memo Notes History of the Work Item, showing the Docupace user who completed the workflow step and the email addresses where the notification was sent.

Advisor Office Workflow

Reference #: UE_02_R1_2023

Starting Point

Reference #: UE_03_R1_2023

Reference #: UE_04_R1_2023

Work Items

Reference #: UE_05_R1_2023

Reference #: UE_06_R1_2023

User Settings

Reference #: UE_07_R1_2023