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Table of Contents

Connect:

Core:

This article shares the new features, updates, and fixes that are part of the R1 2022 release.

Key Innovations

This section tells about major improvements to the Docupace System.

New Features

All notes in this section relate to new features.

Firm Transition Assistant Dashboard

Reference #: R1_2022_KEY2

Change: The Firm TA Dashboard app allows a firm to view the status of work items related to an advisor's transition to or from the organization. The Rep TA Dashboard app allows a financial professional to view the status of work items related to their transition to or from a particular firm.

Benefit: Users can easily track the transfer progress.

The app allows to select all accounts or the accounts for the selected item. The chart shows the number of the work items with each workflow status for the selected item.

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eSubmit 2.0 app

Reference #: R1_2022_KEY

Change: The eSubmit 2.0 app gives the Advisor a simplified way to submit business to the back office by client searching capability along with any applicable notes.

Benefits:

  • Client Search functionality

  • Advisors ability to add notes

The app 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.

TRACKR

Reference #: R1_2022_KEY1

Change:  The TRACKR app allows you to send disclosures and document the recommendations you provide to clients and prospects.

Benefit: It is much easier to provide disclosures and keep track of the recommendations you make to clients and prospects.

The TRACKER app is a dynamic wizard-based experience. You can document recommendations to new or existing clients and prospects. The on-screen options and fields change based on your selections. The app also enables you to provide any required disclosures.

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Work Item Status

Reference #: R1_2022_KEY3

Change: The Work Item Status app displays a list of Work Items and documents associated with a CRM contact.

Benefit: Users can quickly review all Work Items/Documents related to a selected CRM contact.

Only certain CRMs, such as Redtail, can send contact information to the Work Item Status app. The Work Item Status app displays a list of Work Items filtered by Status. Selecting a Work Item displays a list of attached documents. Users can then choose to open the Work Item or one of its documents.

Note: Without selecting a contact, you will not see the app in the Quickstart menu.

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Improvements

SIGNiX CIP

Reference #: R1_2022_KEY4

Change:  Updated SIGNiX CIP action looks at the CIP namespace when configuring the XML file.

Benefit: Updated SIGNiX CIP action now can be used in sites with both old and new namespaces.

Previous Java action “Do SiGNIX OFAC Verification dynamic prefixes” had hardcoded BASE mappings. Therefore different versions of code should be used for old and new namespaces. The user had to choose one or another manually. The new version uses separate SIGNIX XML for each party. Each XML contains a different response based on the CIP-to-BASE, and BASE-to-ARI mappings.

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Orange Arrows

Reference #: R1_2022_KEY5

Change: Added Orange Arrows to the signature line of forms. These arrows can disconnect the signature field from the rest of the form.

Benefit: Orange Arrows allow users to change the signer to an authorized individual without changing the owner details elsewhere on the form. This allows users to easily complete forms shared between individuals and entities.

Orange Arrows disconnect a signature field from the rest of the form. This allows you to change the individual (ie. Authorized Individual) assigned to a signature field without changing the owner information elsewhere in the document. You can use the Orange Arrows to auto-populate the signature field or you can fill in the field manually.

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Work Item Details Header

Reference #: R1_2022_KEY6

Change:  Added a new Application preference that shows the client or company name in the header.

Benefit: It is easier for users to identify the client or company linked to the Work Item.

The header on the Work Item's Details screen displays additional client/company information.

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NFS Token Auto-Refresh

Reference #: R1_2022_KEY7

Change:  Tokens refresh automatically as long as the user is within the 90-day refresh period.

Benefit: Users no longer have to manually refresh their token every hour.

After initializing an NFS token, users will not need to manually refresh for 90 days. Instead, the system will automatically refresh the token whenever users attempt the Open Account action. If a user's token has expired, the system will display an error message.

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Apps

Fixes

Tracker BI

Reference #: R1_2022_APP1

Change:  Resolved an issue where client folders were incorrectly updated after creating related work items with three through the Tracker BI app.

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Docupace Administration

This section shares information about changes to features used by Docupace administrators, such as domains, configuration settings, changes to integrations with other systems, or improvements to core functionality.

New Features

Qualification Domain

Reference #: R1_2022_DA1

Change: Added a new attribute to the registration type domain to further categorize whether a registration type is Qualified or Non-Qualified. Additionally a new domain was added to be used as a reference for this attribute. This can be used for validations or additional filtering in DSP apps.

Benefit: This feature helps the user distinguish between qualified and unqualified registration type.

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Integrations

This section shares information about how the Docupace System integrates with outside systems.

Improved Features

SIGNiX

Reference #: R1_2022_INT1

Change:  Signix has a new authentication method that allows SMS verification without the need for a password.

Benefit: Improved user authentication, making the connection faster and more convenient for the user without compromising security.

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Fixes

Pershing API Patch

Reference #:

Change: Resolved issue with Pershing SOAP API security change.

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User Experience

This section shares information about changes that have been made in this release that improve the overall user experience.

Fixes

Addresses

Reference #: R1_2022_UE1

Change: Resolved an issue where Legal Country & Address Line 2 did not get copied in Frost Preprod site.

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Combine & Print Button

Reference #: R1_2022_UE2

Change: Resolved issue when Combine & Print button within work item client documents appeared in all work item statuses, not just when the work item had a Transition Complete status.

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Dashboard File Export

Reference #: R1_2022_UE3

Change:  Resolved issue when exporting all fields from the Dashboard, resulting file contains information about work items that are assigned to another user.

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Error message 'For input string'

Reference #: R1_2022_UE4

Change: Resolved an issue where a user got an error message For input string: "" on Work Item Details or Creation pages and didn't see the Reject Reason Codes table when creating a new work item.

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