Key Innovations to the Docupace System

New Features

This section tells about major improvements to the Docupace System.

Executive Health Dashboard

Change: A new health and monitoring dashboard to help Docupace Administrators track volumes, transactions and status across the entire organization.

Benefit: Offers insight into the company’s work in-progress as well as an overview of the last month’s activities of all users.

 

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^{Executive Health Dashboard}

Tracker BI app

 

Open

^{Tracker BI app}

New Account Wizard for Pershing

User Documentation Web Site

User Experience

This section shares information about changes that have been made in this release that improve overall user experience.

New Features

Rotating a non-fillable page in the Viewer now possible

Reference #: Spring2020_UE_1

Improved Features

Password change screen design

Reference #: Spring2020_UE_2

eSubmit app design

Reference #: Spring2020_UE_18

Improvement to Upload New Version

Reference #: Spring2020_UE_3

Fixes

Behavior of the Reports filter fixed

Reference #: Spring2020_UE_4

Printing Barcode Coversheets

Reference #: Spring2020_UE_5

Correct values displayed in Print Preview

Reference #: Spring2020_UE_6

Save and Close for a new Bank Information working

Reference #: Spring2020_UE_7

Save and Close can be used for a Document Viewer in a new window

Reference #: Spring2020_UE_8

Alerts app behavior corrected

Reference #: Spring2020_UE_9

Search by Account number fixed

Reference #: Spring2020_UE_10

EULA Acceptance Check visible

Reference #: Spring2020_UE_11

Vendor indexed to the Subfolder correctly

Reference #: Spring2020_UE_12

Custom reports not interfering with Starting Point navigation

Reference #: Spring2020_UE_13

Username correctly displayed in Monitor

Reference #: Spring2020_UE_14

User-defined search filters behavior fixed

Reference #: Spring2020_UE_15

Legal State drop-down showing all possible values

Reference #: Spring2020_UE_16

List of Optional forms working correctly

Reference #: Spring2020_UE_17

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.

New Features

Improved creation of Advisor Office Folders

Reference #: Spring2020_AD_1

Hyperlinks from validation messages

Reference #: Spring2020_AD_2

Hide the number of WIs assigned to all

Reference #: Spring2020_AD_3

User’s Signature Name and Phone Number in e-mail templates

Reference #: Spring2020_AD_4

Required and optional forms displayed as a table

Reference #: Spring2020_AD_5

Increased number of allowed domain records

Reference #: Spring2020_AD_6

Improved Features

Configurable list of special characters in password

Reference #: Spring2020_AD_11

Improved password reset procedure

Reference #: Spring2020_AD_7

Work Item hyperlinks can be used within the Client Subfolder

Reference #: Spring2020_AD_8

Fixes

Copying a domain record works correctly

Reference #: Spring2020_AD_9

External Id value taken from Application Preferences domain

Reference #: Spring2020_AD_10

Integrations (Redtail, Envestnet, Salesforce, Annuitynet, eSign)

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

New Features

Person Account mapping for Salesforce

Reference #: Spring2020_IN_1

Added support for 'Opportunity' integration with Salesforce

Reference #: Spring2020_IN_2

Fixes

Importing and updating Clients from Redtail working

Reference #: Spring2020_IN_3

Resolved Gender field mapping issues in Redtail

Reference #: Spring2020_IN_4

Correct indexing of Envestnet work items

Annuitynet documents refreshed when necessary

Reference #: Spring2020_IN_6

Cancel button working correctly

Reference #: Spring2020_IN_7

Save & Close working correctly

Reference #: Spring2020_IN_8

Docupace Start

This section shares information about changes to the Docupace Start tool, used for creating wizards within the Docupace system.

New Features

HTML content can be added below any wizard field

Reference #: Spring2020_DS_1

Expand and minimize functionality for Docupace Start apps

Reference #: Spring2020_DS_2

Label-value pairs for selections fields

Reference #: Spring2020_DS_3

Improved Features

Rest API for Coversheet generation

Reference #: Spring2020_DS_4

Fixes

Auto-fill not interfering with the use of drop-down fields

Reference #: Spring2020_DS_5

Save confirmation dialog box behavior corrected

Reference #: Spring2020_DS_6

Rep entries without duplicate users

Reference #: Spring2020_DS_7

Correct values in the CRD drop-down

Reference #: Spring2020_DS_8