Rep Domain Admin Configuration for Split Rep Code Items

Change: Admins can now use the Rep Domain to assign the advisor position for split Rep code work items.

Benefit: This new feature makes it easier to manage split-rep code items and ensures that forms and eSign recipients are correct throughout the transaction process.

Description: Admins can now assign and configure the Advisor position in the Rep Domain for work items with the split-Rep code.

Style Domain

Change: Admins can now make visual changes to transition buttons and column data attributes.

Benefit: Changing the color of these items can make it easier for reps to use the system and follow the established workflow.

Description: Within the style domain, Admins can now add, remove, and change the color of transition buttons and column data attributes.

Active Documents Become Highlighted

(On By Default)

Change: Active documents are now highlighted.

Benefit: The line shading makes it easy to tell which document is currently being worked on.

Description: Active documents are now highlighted on the Work Items Task Screen or the Client Documents screen.

New Alert Icon

Change: A new alert icon shows the number of work items assigned to the current user. 

Benefit: Users can get an idea of their day at a glance, and quickly access the relevant items.

Description: When clicked, the icon displays assigned work items in descending order, sorted by work item number. It also identifies the client, request type, request status, and task for each item. Work items currently located in the Pending Advisor Review queue do not appear in this list by default. Clicking on any item in the list opens the Work Item Task Screen.

New eSign Identifiers

Change: New icons appear in the Forms domain and on the work item page.

Benefit: It is now easy to identify if a document is eligible for esign.

Description: When a user hovers the cursor over one of the icons, Docupace will display a message that says either Not Allowed or Undefined.

Selecting and Reordering Clients

(On By Default) 

Change: Users can now select multiple clients without leaving the search screen and reorder their position..

Benefit: This new feature shortens the time it takes to complete transactions.

Description: Users can now select multiple clients from within Starting Point without having to leave the search screen. They can also reorder the position of clients (for example, 1, 2, or 3) so that the system correctly auto-populates transaction forms.

Report Search Preferences

(On By Default with Upgrade)

Change: Users can now save additional search preferences.

Benefit: This update makes Docupace more customizable.

Description: Users can now save their search preferences for reports in user settings.

CRM Credentials

(On By Default)

Change: There is now a quick access link to add CRM credentials

Benefit: Non-admin users can now easily add their own CRM Credentials into Docupace.

Description: The quick access link is located in the settings dropdown list.

Confusing Confirm Action Message Replaced

(On By Default)

Change: The message that appears when users attempt to navigate away from a work item without saving has been replaced with a new, more concise pop up.

Benefit: The new message makes it easier to save work items and is less confusing.

Description: In older versions of Docupace, when a user attempts to navigate away from a work item without saving, they see a message with the option to select Cancel to continue working or select OK to continue navigating away without saving. This message caused confusion on what a user’s actions would result in. The message has been changed in newer versions to "Do you want to save data before leaving the page?" Users can choose Yes to save and leave, No to leave without saving, or Cancel to continue working on the page.