Creating Request in Starting Point Step by Step

Transcription

1 Creating Request in Starting Point Step by Step

2 Overview This guide will aid you with a simple step by step process using Starting Point to create a form packet and push it through completion (Signature, archival or submission). Please consult the user guide for more specific details. Table of Contents Prepare new account packet from Docupace... 3 Option 1: Print and Sign... 6 Option 2: Utilize Topaz Signature Pad (no printing)... 7 Option 3: Utilize esign (DocuSign or Signix)... 8 Prepare new account packet from CRM... 8 Additional Features/Options During Process... 9 Editing Work Item Information (Change Request Type)... 9 Adding extra form to existing work item /2014 2

3 PREPARE NEW ACCOUNT PACKET FROM DOCUPACE 1. Locate your client in Docupace Retrieve. Note: This assumes the client record has already been created in Docupace. If it hasn t, please create client record first. 2. Click the Starting Point button to launch the forms dashboard. 3. The Starting Point dashboard opens. 4. Select the appropriate forms. If you need to select multiple forms, left-click + Ctrl to select individual forms or left-click + Shift to select multiple forms in an order. a. If you select the forms from in the Favorites Section (setup earlier). 12/2014 3

4 b. From the forms repository. 5. Once you have highlighted the forms, click the Create Request button. 6. The New Request Wizard will appear. Fill out the appropriate fields (this will help build your client subfolder) and click the Next button when completed. 12/2014 4

5 7. A new Request/Work Item is created and presented in both the Pending Advisor Review pane and the Current Request Pane. 8. Edit and Update each form. Select the form and: a. Double-click or right-click + Edit Form. The form will display in a new window. b. Make updates/changes directly on form and click the Save button in upper right corner. Once it is confirmed as saved, the image will close. 9. Repeat Step 8 for each document. 10. Packet is complete and ready for signature. You will have different options to sign. 12/2014 5

6 Option 1: Print and Sign 1. Highlight the work item in the Current Request pane. Then, select Actions > Print All Forms (+barcodes). 2. The system will prepare the packet to be printed. The print box will display. Click the OK button. 3. The packet with corresponding barcode coversheets will print. 4. Have the client and rep sign the documents. 5. Scan the completed documents into the system. Make sure coversheets are in front of each document. 6. Open Docupace or launch Starting Point and locate Request/WI and verify the images were uploaded. 7. Complete the action by either clicking the Send for Review or Archive button. Note: You may need to change the Request Type at the Work Item Level. For more information, see Additional Features below. a. Starting Point. 12/2014 6

7 b. Docupace (My Desktop > Pending Advisor Review). Option 2: Utilize Topaz Signature Pad (no printing) Note: Make sure you have installed the drivers, configured the Topaz with Adobe and the Topaz pad is attached to your PC. 1. Right-click and select epad Sign Form. The form will display in a new window. 2. Scroll down to the signature field and find the Sign Here red stick tab. 3. Select the field to sign. The signature box will appear on screen. Have the appropriate signor sign the pad and then click the Accept button. 4. The signed image will display on the form. 12/2014 7

8 5. Save the form when completed. 6. Repeat steps 1-5 above for all forms, as necessary. 7. Complete the action by either clicking the Send for Review or Archive button. Option 3: Utilize esign (DocuSign or Signix) Note: Make sure your user has been enabled for the service. 1. From the Current Request, click the esign button. 2. The appropriate esign engine will open in a separate web page. Complete that process (separate guide). 3. Once the packet is signed and completed, the esign status will change on each document from Sent to Completed. 4. Complete the action either by clicking the Send for Review or Archive button. PREPARE NEW ACCOUNT PACKET FROM CRM Note: Consult the Starting Point User Guide for setup to enable launching Starting Point out of CRM. 1. Before launching Starting Point, verify that the Docupace client record is already synchronized (created) between the two systems. 12/2014 8

9 2. Launch Starting Point from Client Record in CRM. 3. Follow all the same steps detailed above once the dashboard opens. You are prefilling the data using CRM data rather than Docupace client data. ADDITIONAL FEATURES/OPTIONS DURING PROCESS Editing Document Information 1. On the document you wish to index, right-click and select Edit Document Info. 2. The Docupace Document Indexing Screen displays. Add additional indexing details. 3. Click the Submit button to complete. Editing Work Item Information (Change Request Type) 1. Place the cursor over the Request in the Current Request Pane, right-click and select Edit Work Item Info. 2. The Work Item Indexing Screen displays. Make the appropriate change, for example, at the Request Type. 12/2014 9

10 3. Click the Submit button to complete. Adding extra form to existing work item 1. Make sure the selected work item has been selected in Outstanding Tasks and therefore showing up in the Current Request 2. Locate the form you wish to add to the request (either in a favorites cabinet or the main repository) 3. Select the form with a click. Hold down and drag it to the Work Item folder. The form will not attach until you see the Green Wrap around arrow acknowledging a connection. 4. Release the mouse button and the form will attach. 12/