eSubmit App Guide
Introduction: This guide describes how to use the eSubmit App in order to quickly create a new Work Item.
Table of Contents
Related Pages
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Winter 2020 Release Notes (Release Notes)
- improvement
- management
- memo-note
- mobile
- navigation
- password
- preference
- redhat
- release-notes
- report
- revision
- security-realm
- server
- settings
- signix
- single-sign-on
- sso
- sso-only
- starting-point
- swimlane
- tracker-bi
- wizard
- work-item
- workflow
- barcode
- beneficiary
- cascading-selection
- configuration
- connect
- conversion
- core
- deployment
- one-click-deployment
- document-viewer
- docupace-start
- domain
- esign
- esubmit
- etrade
- account
- addforms
- advicepay
- application-preferences
- automatic
- validations
- barcode-coversheet
- integrations
- widgets
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Part 12. Test the Created Widget (Docupace Platform User Guides)
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Part 11. Add the Interface to a Menu Item (Docupace Platform User Guides)
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Part 10. Add the Widget to an Interface (Docupace Platform User Guides)
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Processing eSubmitted Work Items (Docupace Platform User Guides)
Audience: Advisors and Back Office processors
Functionality: The eSubmit app gives the advisors a simplified way to submit business to the back office. It is used to easily create a new Work Item and to quickly upload filled-out forms and other scanned relevant documents (such as checks) for a new account. The documents are then indexed, organized, and processed by the back office employees.