Guide to Using the eSubmit App for Creating Work Items
- Inese Auzina
- Mercedes Rothwell
Introduction: This guide describes how to use the eSubmit app in order to quickly create a new Work Item.
Change Log:
Date | Change |
|---|---|
April 2020 | Separate options to print a Coversheet or a Barcode for the created Work Item. |
August 2019 | Change to the overall design. Name changed to eSubmit app. Re-built on Docupace Start technology. |
July 2018 | The initial Concierge app. |
Audience: Advisors, who use the Docupace system to add new client accounts.
Functionality: The eSubmit app gives the Advisor 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.
Steps to Use
The eSubmit app is usually accessible on the Advisor Dashboard. To use submit documents for a new account, proceed as follows:
The Summary page shows the created Work Item's ID number and allows you to perform the following actions.
Action | Details | Screenshot |
Print Coversheet | Click to open a page with the Work Item information. Print and add this sheet to those paper documents that will be mailed to your operations team. |  eSubmit Transaction Information Sheet |
Print Barcode | Click to open a page with a barcoded sheet for this work item. Print this sheet if you want to scan and add documents to this work item at a later time. |  Work Item's Barcode Sheet |
Upload Documents | Click to upload electronic versions of the documents (scanned or filled out electronically). The Direct File Uploader pop-up appears. Drag and drop your files unto the pop-up window and click Start Upload.
| Direct File Uploader pop-up |
Open Work Item | Click to open the Work Item that has just been created. The transaction information sheet will be included.
| Work Item created with eSubmit app |
Start New | Click to create a new Work Item for another Account. The app returns to the first screen. | eSubmit app initial screen |
Congratulations, you have created a Work Item for a new Client Account!
Deployment
Please reach out to your support contact to deploy the eSubmit app for your site or refer to the Developer Guides for instructions on how to add a app to an interface and a menu.