WELCOME

Join us for this exclusive ePACS® Boot Camp to become an expert user of Docupace and the ePACS Productivity Suite®! Enjoy a unique opportunity to network with peers, learn time saving techniques and resolve more challenges. This is a 3-day intense learning experience with hands on training. Come prepared to work hard and receive high-energy interactive training from our certified Docupace instructors.

About

DocuapceLogo_35px

Docupace is a premier provider of secure and federal and state law compliant electronic processing platforms for financial institutions and the wealth management industry. The company pioneered and implemented a web-based Straight-Through Processing platform that helps financial services firms meet SEC/FINRA compliance requirements. The company’s document management and workflow solutions simplify the process of capturing, organizing, routing and accessing information. The ePACS Productivity Suite® is patent-pending technology that serve the largest financial service providers and their advisors who, driven by increased levels competition, privacy issues, document protection and government regulation, are adopting the company’s document management and workflow solutions in order to sustain profitability and audit-risk assurance.

Join us at the Docupace 2017 Training Session for a unique opportunity to:

Learn Valuable Docupace and Industry Best Practices

Receive a BA Level Docupace Certification

Network with your peers

Hear from Docupace’s Senior Management Team

Topics

Expansive Array of Topics Covered

Here’s an overview of what you’ll learn:

Processing Data Files

Processing Data Files

data_roles

Data Roles

file_upload

File Uploader Review

scanner

Scanner and Docuscan

workflow

Docupace Workflow

email

Email Processing and Submission

form_matrix

Forms Matrix

forms

Form Validations and Management

esig2

E-Signature Mapping

esig

eSign set up and Maintenance

eSubmission

eSubmission

newui

Advanced System Features

casestudy

Case Studies

integration

New Integration

Agenda

Facilitators: Joel Friedman and Alison Susko

Guest Speakers: TBA


Monday, November 6th, 2017

8:00 am –
8:00 am
Registration, Welcome, Breakfast and Meeting Goals
8:00 am –
9:30 am
Session 1

  • File Uploader and Scanner Review – Learn the design of File Uploader and how to choose and set up the best Scanner for you and your staff
  • Loading Documents – Review the most efficient way to load documents into Docupace
  • Hands on learning in Docupace
9:30 am –
10:00 am
Break
10:00 am –
12:00 pm
Session 2

  • Processing Data Files – Go over various Data Files used to process Client, Rep, User and Licensing Data
  • Understanding Data Roles – Learn the different types of users within Docupace and how to enable and disable functions
    • Data Role Triangle concept:
      • Routing element
      • Data element
      • Entitlements element
    • Dbrelam functionality
    • User Access functionality
  • Hands on Learning in Docupace
12:00 pm –
1:00 pm
Lunch
1:00 pm –
3:00 pm
Session 3

  • Docupace Workflow –Learn about the famous ‘Spider Diagram’ and build out a Workflow from field to supervision to back office
    • Concepts of Request Category as it overlays the ePACS map
    • Concepts of meta tasks as it overlays the ePACS map
    • Concepts of Transitions as it overlays overlays the ePACs map
    • Concept of Request type
    • Hands on creating a simple request category with all elements
3:00 pm –
3:15 pm
Break
3:15 pm –
5:00 pm
Session 4

  • Workflow Continued/Hands on Learning and begin building your own Workflow
    • Basic Task Assignments (sticky vs non sticky)
    • Meta task variables
  • Q & A with Trainers
6:00 pm –
8:00 pm
Dinner (TBD)

Tuesday, November 7th, 2017

8:00 am –
8:00 am
Breakfast
8:00 am –
10:00 am
Session 5

  • Workflow Continued – Learn about Transition Actions, and how Validations are set up and what are Meta Task Conditions, how can they save you time and when to use them
    • Assigning Validations to transitions
    • Assigning Actions to transitions
    • Meta task conditions
    • Timers
    • Application Preferences
10:00 am –
10:15 am
Break
10:15 am –
12:00 pm
Session 6

  • Hands on Learning and building your own Workflow
    • Starting point
    • Form Bundling
    • Forms Validations
      • How to do basic troubleshooting (modify messages, disable a validation, etc)
    • Barcode Mapping Concepts
12:00 pm –
1:00 pm
Lunch
1:00 pm –
3:00 pm
Session 7

  • Email Processing – How emails are setup and processed in the system and how to build your own templates and assign them to specific steps in the workflow
    • Email templates as it relates to actions
    • Email Templates verbiage and variables
    • Email recipients process
  • E-Signature – Learn the benefits, setup and maintenance
  • Starting Point – We will cover the setup, configuration and usage of our forms repository
3:00 pm –
3:15 pm
Break
3:15 pm –
5:00 pm
Session 8

  • TBA

6:00 pm –
8:00 pm
Dinner (TBD)

Wednesday, November 8th, 2017

8:00 am –
8:00 am
Breakfast
8:00 am –
9:30 am
Session 9

  • Integrations – Learn about how we work with CRMs and Check 21 processing tools
9:30 am –
10:00 am
Break
10:00 am –
12:00 pm
Session 10

  • Forms Matrix and Validation – Learn how to build out forms kits based on vendor, product type and registration and how forms are designed and values are mapped from Docupace (and CRM) to the forms
12:00 pm –
1:00 pm
To Go Boxed Lunch
1:00 pm –
2:00 pm
Session 11

  • Class presentations on Workflow and Last Remarks

Agenda is subject to change.

Who Should Attend

This session is for people who want to learn how to best utilize Docupace. An ePACS® certified Docupace expert will help your staff improve performance, drive adoption, and lower your total cost of ownership. Become more self-sufficient with Docupace by sending your:

Operations Manager

Business Analyst

IT Manager

Purchase Tickets

Hotel

Hotel Information

Discover a dramatic departure from your standard Las Vegas hotel experience when you stay in the boutique luxury of the Renaissance Las Vegas Hotel. A fresh idea in deluxe accommodations, our contemporary lodging is the largest smoke-free, non-gaming hotel in the area, making it the perfect choice for business and leisure travelers alike. Enjoy the delectable dining experience at the trendy ENVY Steakhouse, an award-winning Las Vegas restaurant located right inside our hotel.

Make your reservation

As a Training Session attendee, you are offered the reduced rate of $89 per night for the length of your stay. To ensure your rate, please book by Friday, October 6th. The Renaissance Las Vegas Hotel will be handling all hotel inquires.

Book your group rate for Docupace Technologies Boot Camp October 2017


Book Now!