Summer 2020 Release Notes
- Mercedes Rothwell
Docupace System Summer 2020 Release Notes
Connect 4.56 - Core 23.2
This article shares the new features, updates, and fixes that are part of the Docupace 2020 Summer Release.
Table of Contents
- 1 Key Innovations to the Docupace System
- 2 Tracker BI
- 2.1 New Features
- 2.2 Improved Features
- 2.3 Fixes
- 3 User Experience
- 3.1 New Features
- 3.2 Enhancements
- 3.3 Fixes
- 4 Docupace Administration
- 4.1 New Features
- 4.2 Fixes
- 5 Docupace Start
- 5.1 New Features
- 5.2 Enhancements
Key Innovations to the Docupace System
This section tells about major improvements to the Docupace System.
Updated Tracker BI app
Change: A digital tool for simplifying the distribution and tracking of Regulation Best Interest (Reg BI) disclosures.
Benefit: Provides a simple to use solution for advisors, investors and firms to distribute disclosures, allowing advisors to quickly and easily comply and firms to adhere to regulatory requirements.
Tracker BI app
Wealthbox CRM Integration
Wealthbox CRM Integration
Configuration Management
Configuration Management
ChexSystems integration
ChexSystems Integration
Tracker BI
This section shares information about changes that have been made in this release that improve Tracker BI.
New Features
Last Disclosure Sent Date
Reference #: Summer2020-Tracker1
Last Disclosure Sent Date
Client Type Dropdown
Reference #: Summer2020-Tracker2
Client Type Dropdown Options
Rep code Bypass
Reference #: Summer2020-Tracker3
Rep code Dropdown Field Displayed
Rep code Field Not Displayed
Report Generation
Reference #: Summer2020-Tracker4
Tracker BI Reports
Consent Modification Log
Reference #: Summer2020-Tracker5
Notes Section Displaying Consent Review Removed
Improved Features
Combined Client Correspondence Folder
Reference #: Summer2020-Tracker6
Entity Requirement
Reference #: Summer2020-Tracker7
Updates to the Client Info Page
Reference #: Summer2020-Tracker8
Client Info Updates
Fixes
Consent Review History
Reference #: Summer2020--Tracker9
Email and Document Access Fix
Reference #: Summer2020--Tracker10
User Experience
This section shares information about changes that have been made in this release that improve overall user experience.
New Features
Ability to toggle to a different Work Item Document in the viewer
Reference #: Summer2020_1
Switching between documents in the Document Viewer
Email Notification When Account Settings Change
Reference #: Summer2020_25
Account Settings Change Notification Email
Enhancements
New design for the Direct File Uploader
Reference #: Summer2020_4
Direct File Uploader
Direct File Uploader in Work Items
Additional Registration Types for Fidelity NAO app
Reference #: Summer2020_27
NAO Registration Types
Fixes
EULA acceptance check visible
Reference #: Summer2020_5
Resolved display issues in the Docupace Report Builder tool
Reference #: Summer2020_6
The Docupace Report Builder
Resolved sorting issues in Retrieve view, when using Docupace Report Builder tool
Reference #: Summer2020_7
Docupace Report Builder sorting fixed
Improved toolbar in the Document Viewer to support screens with smaller resolutions
Reference #: Summer2020_8
Overlapping buttons in Document Viewer fixed
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
Automatic merge of duplicate folders and subfolders during Rep Reassignment
Reference #: Summer2020_24
Set the Allow Multiple Reps flag
New Application Preference that controls which user appears in the Event History Log
Reference #: Summer2020_9
Event History log
New Application Preference that disables Signix URL on the User Settings page
Reference #: Summer2020_10
User Settings window
New Application Preference that hides sections in the Work Item task screen
Reference #: Summer2020_23
Work Item task screen - Required Forms, Optional Forms and Client Documents sections
New Application Preference that controls table column titles
Reference #: Summer2020_26
Changing column titles for a Work Item table and for a Client Subfolder table
New site property that controls which reference domains automatically run and display search results
Reference #: Summer2020_11
A service that generates new PDF-based barcode coversheets
Reference #: Summer2020_23
PDF for the Document Coversheet
New Application Preference for generating PDF-based barcode coversheets for Work Items
Reference #: Summer2020_12
PDF for the Work Item Coversheet
Fixes
Columns in Connect displayed according to the same configuration as in Core
Reference #: Summer2020_13
Columns in Work Items
Fixed mapping of standard fields from a Salesforce Contact record to a Docupace Client Folder record
Reference #: Summer2020_14
Docupace Start
This section shares information about changes to the Docupace Start tool, used for creating wizards within the Docupace system.
New Features
Ability to save app revisions
Reference #: Summer2020_15
List of app revisions
Ability to compare app revisions
Reference #: Summer2020_14
Compare app Revisions functionality
Ability to restore a previous version of an app
Reference #: Summer2020_16
Restore app functionality
Ability to view a previous version of an app
Reference #: Summer2020_17
Viewing previous version of an app
Support for tool-tip messages
Reference #: Summer2020_18
Creating a tool-tip message
API support for manually adding forms after a Work Item is created
Reference #: Summer2020_19
API support for adding forms based on Forms Matrix records after a Work Item is created
Reference #: Summer2020_20
Support for manually adding forms after a Work Item is created with a DS wizard
Reference #: Summer2020_21
“Create Work Item with forms”option
Enhancements
Performance improvements in Docupace Start wizards
Reference #: Summer2020_22
Docupace Start Editor performance improvements
Reference #: Summer2020_23
© Docupace Technologies 2020