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Part 1: How Do Blue Arrows Work?

 

The Docupace Blue Arrows insert the data from supported CRMs, PreciseFP, and the Client Folder into PDF forms. This helps Advisors complete forms in a Work Item more easily and precisely. They can also pull information from other forms in the Work Item that you have already filled out.

For the Blue Arrows to work, you must configure connections between the source of data and the form fields. The more connections you add, the easier it will be to complete the forms.

The sections below explain how the Blue Arrows look for information in the four types of Client Folder Connections.

Blue Arrow Process: The process works as follows:

  1. First, the system scans the work item documents and identifies the kind of information required for each field.

  2. It checks to see if a connection in the Client Folder has matching information.

  3. Then, it displays a Blue Arrow to the left of the matching fields.

  4. The user can then choose to auto-populate fields with the found data or type it manually.

Connections in the Client Folder

When you register a new Client in Docupace, the system creates a folder for that Client to contain all the related information. Besides storing client subfolders with documents related to client accounts, the system can connect information about related individuals. These can be:

A. Other clients in the Docupace system - Spouse, Authorized Individuals, Trustees

B. and C. Other persons related to the account - Primary and Contingent Beneficiaries

These connections allow you to:

  • organize related information in the same place

  • pre-populate data on forms

  • change recipients for signature fields

  • automatically complete form fields via Blue Arrows.

 

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Client connections

Organize Related Information

The Client Folder displays connections in a summary format, which makes it easy for you to reference the information quickly. The information appears in sections, and you can view all the related records at once. If anything changes, for example, due to divorce or marriage, you can add or remove these connected records as needed.

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Client connection records

Pre-populate Data on Forms

Forms will pre-populate the following information if it is present in the Client Folder:

  • The Client information section that matches the Client Type (such as Trust, Person, Entity, etc.)

  • Spouse sections

  • Primary Beneficiary sections

  • Contingent Beneficiary sections

Note: People added as Authorized Individuals can only be added to forms via the Blue Arrows.

Change Recipients for Signature Fields

Signature fields auto-populate with the owner’s information. However, sometimes the owner is not able to sign the document. To allow Reps to switch between the account owner and an Authorized Individual, you need to configure the Authorized Individual to appear for fields normally reserved for owners.

Example: A father opens an account on behalf of his three-year-old son. However, minors cannot legally sign documents. The father needs to sign the document as an Authorized Individual.

Complete Forms Using the Blue Arrows

The Blue Arrows allow you to auto-complete forms by pulling information from the Client Folder. Each section that you fill out adds additional information that the Blue Arrows can use.