About Docupace Start

Docupace System

The Docupace System simplifies the way wealth management firms process information, increasing their efficiency, productivity, and profit. It is a digital operations platform designed specifically for wealth management companies. With paperless workflows, Docupace streamlines business for home offices, advisors, and investors. It allows firms to digitize their work, creating an almost paper-less office.

Some of the main functionality of Docupace is:

• Digitized forms: storing relevant forms for every transaction; populating them automatically with client data; synchronizing fields across multiple forms; processing eSignatures through partners like DocuSign and SIGNiX.

• Workflows: routing forms and other documents through configurable workflows, thus automating compliance and business process rules; showing alerts and notifications, based on business rules; giving an overview to managers, by showing statistics about current work items in workflow queues.

• Integration with other systems: integrations with CRMs, financial planning software, data managers, e-signature platforms, clearinghouses, custodians, and more.

The Docupace system is configurable in numerous ways. Docupace Start wizard is only one of the elements that can be configured for each Client Company (Client site). This guide is a part of a much larger system of developer documents that describe how to configure the Docupace system for a specific Client (site).

Docupace Start

Docupace Start (DS, formerly Dynamic Starting Point) is a configuration tool for building intelligent data input screens, that change based on user choices. The result is a wizard with interactive step-by-step prompts. Users enter data in the fields of the wizard. This data can then be used to fill out and save PDF forms or in any other way necessary to the Docupace system. Entered data can be populated into the forms in the background, invisible to the user.

The experience is both user-friendly and intuitive. As the user is prompted to enter data, the Docupace interface controls and validates the data at the source. There is a reduced possibility of invalid data entered by the user. Data can be entered once and then re-used throughout as many forms, as necessary, reducing unnecessary workload for the users.

Docupace engineering team - Business Analysts and System Analysts - build custom Docupace Start wizards to capture and process data, based on clients' use cases. This guide will describe how to do this, using the Docupace Start configuration tool.

In creating a Docupace Start Wizard, the work process may be divided into two roles:

• a Wizard Designer – an Analyst, who knows the Client’s processes and the Use Cases, for which the wizard must be created. He designs the layout of the wizard, creates pages, places fields on the pages, configures navigation, etc.

• and a Wizard Developer – helps the Wizard Designer in cases, where JavaScript development is necessary. E.g. for validation rules, condition expressions, SQL filters, and other additional JS functions.