Platform Updates

Automatic

You will automatically see these changes upon updating to the new version.

Auth0

Resolved an issue with system timeout for sites using Docupace's IDP (Auth0). The pop-up window Session Expired with the Login button is displayed now instead of the error message.

Barcodes

Fixed an issue that caused the Work Item screen to get stuck after reviewing and closing the barcode coversheet screen. The resolution has been adjusted so this no longer occurs.

eSign (SIGNiX & DocuSign)

Added the ability to resend eSign notification emails to signers (both SIGNiX and DocuSign). For DocuSign this update includes the ability to modify a signer's email within Docupace and resend the notification.

Form Favorites

Resolved an issue in Preprod and Production with Form Favorites search by Label. The system would get stuck in an infinite load loop. Users can now successfully search by Label.

Resolved an issue that prevented users with the processor role from seeing when an Admin user added a form to Favorite for All. Processors can now locate these forms correctly.

Forms

Resolved a layout issue with the Form Category field in the Forms Domain. It is now displayed in the same size as other fields.

Passwords

Resolved an issue causing users to get an error when changing their password. This error occurred after taking temporary steps to grant them access to the Docupace Uploader.

QuickStart

Resolved an issue with CRM data for the Context Contact and Owner Information fields not populating from Redtail to Docupace QuickStart.

Starting Point

Resolved a layout issue in Starting Point. Now, when running a New Account Opening for multiple clients, the table with a list of clients is fully visible.

Corrected an issue where the system would not update changes to the list of clients that were connected to a subfolder.

URL

Resolved a security vulnerability issue. Now, if a tokenized URL is copied between different browsers, the user must log in on the other browser with their full credentials.

Requires Change Request

To implement these changes, you need to submit a change request.

Attributes

Resolved a data-type issue with the Bank Routing Number field. The Bank Routing Number field now displays the number as a string to accommodate for leading zeros.

Forms Matrix

Added a new validation that checks that all required forms are in the Work Item as defined by the Forms Matrix. It is called Check for missed Required Forms by Matrix.

• This validation prevents Work Items from transitioning beyond Pending Advisor Review/Advisor Final Review if the Work Item does not have at least one of each required document.

• The system shows an error message (Missing Required Form(s)) if a Work Item transition is activated while the Work Item doesn't contain all required documents.

Premium Platform Updates

These updates relate to features and functions that are paid add-ons to the standard Docupace Platform. Reach out to your CSM to discuss adding these features to your site.

AnnuityNet

Resolved an issue with the AnnuityNet approval call not sending. Now both Event History and Transaction Status in the Ebix domain show Transaction Completed.

Ability to permit Sales Assistants and Advisors to both work an AnnuityNet order.

Envestnet

Users can now search by Entities in the Envestnet App.

Salesforce

Added new field mappings to support Salesforce integration enhancements.