We’ve just rolled out enhancements to Docupace, designed to make your workflow smoother and more efficient. Here’s what’s new:
✅ Automated Email Notifications – Updates to approval (In Good Order) templates for Dealer Changes and Financial Planning/Consulting work items now feature clearer, more relevant language.
✅ New Request Type – A dedicated ‘Direct Business Dealer Change’ category helps keep cases organized and easier to track. (Bonus: If you’re using Starting Point, this request type fills in automatically!)
✅ Auto-Populated Delivery Dates – No more manual entry! Customer Relationship Summary Delivery Dates now default to the form creation date within Starting Point.
✅ New 529 Plan Forms – We’ve added new Starting Point kits for Union Bank & Trust Company, covering Bright Directions, College Counts, and NEST 529 Advisor Plan.
These updates are live now—dive in and see the improvements firsthand! 🚀
If you have any questions or need support, please reach out to ESITech@nationallife.com.
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