Winter 2020 Release Notes
Connect 4.58 - Core 23.4
Table of Contents
- 1 Key Innovations
- 1.1 New
- 2 Docupace Administration
- 2.1 New
- 2.2 Improvements
- 2.3 Fixes
- 3 Integrations
- 3.1 New
- 3.2 Improvements
- 3.3 Fixes
- 4 apps
- 4.1 New
- 4.2 Improvements
- 4.3 Fixes
- 5 User Experience
- 5.1 New
- 5.2 Improvements
- 5.3 Fixes
Guides Related to the Winter Release
Key Innovations
This section tells about major improvements to the Docupace System
New
Configuration Management
Attribute Grants and Domain Grants
Reference #: Winter_2020_KEY1
Change: Added two more domains: Attribute Grants and Domain Grants.
Benefit: This feature allows users to compare role-based security.
Attribute Grants and Domain Grants
Export JSON Code
Reference #: Winter_2020_KEY2
JSON Format
Generate Change Reports
Reference #: Winter_2020_KEY3
Summary PDF
Including or Excluding Domains
Reference #: Winter_2020_KEY4
Selecting Domains
One-Click Deployments
Reference #: Winter_2020_KEY5
Configuration Management Deploy Button
Configuration Management Successful Deployment
eTrade Integration
New Integration
Reference #: Winter_2020_KEY6
eTrade credentials
Sending Beneficiary Data to Account
Reference #: Winter_2020_KEY7
Tracker BI Mobile App
New Application
Reference #: Winter_2020_KEY8
X-Ray app
New app
Reference #: Winter_2020_KEY9
X-Ray app screens
Pershing New Account Opening app
New app
Reference #: Winter_2020_KEY10
Docupace Start for Pershing
SIGNiX Enhancements
Add Attachments
Reference #: Winter_2020_KEY11
Adding Attachments
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
Single Sign-On (SSO)
Create SSO-Only Users
Reference #: Winter_2020_DA1
A new user attribute (SSO-only user)
Improvements
Security Realm
Forgot Password Settings
Reference #: Winter_2020_DA4
AF1
Application Preference settings and the error message
Fixes
SSO
Change Password option is not displayed for SSO only users
Reference #: Winter_2020_DA5
SSO only user settings
Integrations
This section shares information about how the Docupace System integrates with outside systems.
New
AdvicePay
New Integration
Reference #: Winter_2020_INT1
Integration between Docupace and Cetera: AdvicePay
AnnuityNet Wizard
Reset Button
Reference #: Winter_2020_ INT2
Reset Button
Voided Forms
Improvements
AnnuityNet Wizard
Customize Navigation Upon Saving
Reference #: Winter_2020_INT4
Application Preference Affecting Saving
Launch AnnuityNet Button
Reference #: Winter_2020_INT5
Launch AnnuityNet Button
Fixes
SignIX
Sending Emails to eSign Recipients
Reference #: Winter_2020_INT6
Merging the eSign Recipients
apps
New
Docupace Start
Cascading Selection Field Type
Reference #: Winter_2020_WID1
Cascading Selection field type
Help for Developers
Reference #: Winter_2020_WID2
Viewing key attributes
New Configuration Parameter addForms
Reference #: Winter_2020_WID3
New Settings for Field-group Buttons
Reference #: Winter_2020_WID4
Specifying the conditions for repeatable field-groups
New Site Function: Auto-Trim
Reference #: Winter_2020_WID5
Activating auto-trimming of fields with AOS app
eSubmit Concierge Wizard
Added a Memo/Instruction field to the eSubmit Concierge app
Reference #: Winter_2020_WID6
Wizard interface and Transaction Information form
Improvements
Tracker BI
Bulk Upload Tracker BI Work Items
Reference #: Winter_2020_WID7
Email Variables
Reference #: Winter_2020_WID8
Standard Email
Email with Variables
Rep Code in Search Results
Reference #: Winter_2020_WID9
Rep Code in Results
Miscellaneous Improvements
Reference #: Winter_2020_WID10
Fixes
Docupace Start
Fix Add Elements Before Selected
Reference #: Winter_2020_WID11
Adding elements before selected
Fix Duplicate Names
Reference #: Winter_2020_WID12
Tracker BI
PO Box Address Line 1
Reference #: Winter_2020_WID13
Application Preference Set to YES
Application Preference Set to NO
US Zip Code Validation
Reference #: Winter_2020_WID14
Zip Code Validation Message
Miscellaneous Fixes
Reference #: Winter_2020_WID15
Work Items
Content in Notes app
Reference #: Winter_2020_WID16
Work Item Notes app with the content
Combining Images In an app
Reference #: Winter_2020_WID17
A cover sheet with several images
User Experience
New
Work Items
Document Viewer on Work Item Details Screen
Reference #: Winter_2020_UE1
Viewing of Work Item details
Improvements
Workflow
Swimlane Checkbox
Reference #: Winter_2020_UE2
Assign to Swimlane option
Fixes
eSign
Forms Sent to eSign CC Recipient
Reference #: Winter_2020_UE3
Error causing receiving all documents after the eSign ceremony
Form authors
Reports
Fixed Customized Reports
Reference #: Winter_2020_UE4
Mapping Exception for customizing reports
Customize Report button for customizing reports
Fixed customizing reports based on the available attributes
Work Items
Account Results Screen
Reference #: Winter_2020_UE5
Account results appearing due to search request
Change to Auto-Fill for Editable Fields
Reference #: Winter_2020_UE6
Forms on Work Item Summary Screen
Reference #: Winter_2020_UE7
Required forms section
Memo Notes History
Reference #: Winter_2020_UE8
Saved client emails
PDF Viewer Behavior
Reference #: Winter_2020_UE9
Removing Forms in Starting Point
Reference #: Winter_2020_UE10
Button for removing forms from the Required Form section
Subfolder Behavior on the Indexing Page
Reference #: Winter_2020_UE11
Docupace Technologies 2021