Configuring Starting Point with the Forms Matrix
- Mercedes Rothwell
- Inese Auzina
- Nataliia Plakhtii (Deactivated)
Introduction: Starting Point is a wizard page within Docupace that walks a user through the creation of Work Items for new accounts, account maintenance, or any other workflows defined in the system. It is the engine that bundles forms for each Work Item. Use the Forms Matrix domain to configure what steps are included in the Starting Point wizard and which forms are bundled into the Work Items at the end of the step-by-step process.
Starting Point Overview
When an advisor launches Docupace Starting Point either from the Docupace system or from a 3rd-party CRM integration, a wizard opens and guides them through a step-by-step process. The choices in the wizard help determine the required set of forms to complete the paperwork.
Based on the advisor’s answers, the system assembles the appropriate forms into a packet (called a Work Item) for the advisor to fill out and process. Then the advisor can either print the forms for a client's wet signature (and imaging it back into Docupace) or process the work electronically (eSign).
The first question in Starting Point “What do you want to do?“ shows the user a list of actions to choose from. Each of these actions matches a Request Group entry. For the Request Group to appear on this screen, you must define at least one Forms Matrix entry.
Audience: Business Analysts, Admin Users
Related Pages
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Launching Docupace Starting Point from SmartOffice (Docupace Platform User Guides)
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Configuring Starting Point with the Forms Matrix (Docupace Platform User Guides)
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Using SmartOffice / Docupace Integration (Docupace Platform User Guides)
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Reviewing the Work Item Summary Screen (Docupace Platform User Guides)
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Creating a Forms Matrix Entry
You can configure the Starting Point logic in the Forms Matrix (338) domain. A Forms Matrix entry defines the steps and options included in the Starting Point wizard. It also lists forms that will be bundled into the Work Items when the advisor goes through Starting Point steps.
Note: Prior to defining a Forms Matrix entry, make sure there are Request Groups (domain 470) and Request Group Categories (domain 472) already defined.
To set up a new set of questions and the corresponding bundle of forms:
Fields and Sections for a Forms Matrix Entry
Field or Section | Description |
|---|---|
Derived Request Type | This determines how to route the Work Item through the workflow. When a user chooses in Starting Point the combination of options specified in this Forms Matrix entry, the system will automatically assign this Request Type to the created Work Item. |
Derived Client Subfolder Type | This tells the system what type of Client Subfolder to create. When an advisor opens a new account, the Docupace system creates a Client Subfolder with this Subfolder Type. |
Required | If set to If set to |
Description | An optional description of the forms bundle. |
Reason for Adding/Changing | A reason, such as an internal issue tracking number. |
Request Group | The Request Group that matches the action that the user selects in the first step of Starting Point. Choose at least one existing Request Group. |
Vendor/Custodian | Select the vendors or custodian firms that use this forms bundle. |
Product Type | Select what product types correspond with this forms bundle. |
Product Name | Select what product names correspond with this forms bundle. |
Registration Type | Select what registration types correspond with this forms bundle. |
Forms | Search for and add the forms that will be included in the Work Item when a user makes the following selections in Starting Point: Request Group, Vendor/Custodian, Product Type, Product Name, and Registration Type, as well as the optional Account Options, Account Service and Entity. |
Account Options | Select what additional account options correspond with this forms bundle. |
Account Service | Select an account service that correspond with this forms bundle. Only one Account Service can be added per Forms Matrix entry. |
Entity | Select what entity corresponds with this forms bundle. |
Example of a Forms Matrix Entry
Copying an Existing Forms Matrix Entry
To copy an existing Form Matrix entry:
Best Practices
Add the Same Form to All Work Items
Fill out the Request Group and Forms sections of the Forms Matrix entry.
Set Required to Yes or No. This will add the form(s) to every Work Item created with the matching Request Group.
Create a Required and an Optional Bundle
First, create the Required version of the Forms Matrix entry. Next, copy the Forms Matrix entry. In the duplicated entry set Required to No and change the list of forms to the optional forms. Save.