Versions
Docupace version | Date | Change to the Widget |
Spring 2020 Release, Connect 4.53 | April 2020 | Separate options to print a Coversheet or a Barcode for the created Work Item. |
Summer 2019 Release, Connect 4.48 | August 2019 | Change to the overall design. Name changed to eSubmit widget. Re-built on Docupace Start technology. |
Summer 2018 Release, Connect 4.41 | July 2018 | The initial Concierge widget. |
Audience
Advisors, who use the Docupace system to add new client accounts.
Purpose of the Widget
The eSubmit widget 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 Widget is usually accessible on the Advisor Dashboard. To use submit documents for a new account, proceed as follows:
Step | Result | |
|---|---|---|
| 1 | Click on the eSubmit Request icon. | 
eSubmit Widget |
| 2 | The Create Work Item page opens. Fill out the required and optional fields as necessary. The mandatory fields are marked with an asterisk. Rep* Select a Rep code in the dropdown of values from the Rep domain. Registration Select a Registration type in the dropdown of values from the Registration Types domain. Vendor Select a Vendor company in the dropdown of values from the Vendors/Custodians domain. First Name Account Owner's first name Last Name Account Owner's last name Entity/Trust Account Owner's name if it is an entity or trust TIN/SSN Account Owner's Tax Identification or Social Security Number Instructions for Back Office Additional notes about the work item Are you mailing additional documents?* Select whether you will be sending documents by mail to the back office:
|  Create a new entry for the account |
| 3 | Click Create Work Item. The widget sends the initial Account information to the system and creates a Work Item with the request type Concierge Submission and then the Summary page opens. |  eSbmit Widget Summary page |
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 widget |
Start New | Click to create a new Work Item for another Account. The widget returns to the first screen. | eSubmit widget 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 widget for your site or refer to the Developer Guides for instructions on how to add a widget to an interface and a menu.