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The New Docupace Platform

Frequently Asked Questions about the New Docupace Platform

Your Guide to the Modern, Intuitive, and Intelligent Docupace Experience

Table of Contents

What is the New Docupace Platform?

Docupace is announcing the launch of its next-generation user interface (UI) and user experience (UX) initiative – a leap forward designed to turbocharge productivity, fuel adoption and supercharge scalability. Key enhancements for the revamped Docupace platform include:

  • A Sleek, Modern Interface – Say goodbye to complexity and hello to simplicity. The new UI is streamlined, intuitive, and designed for maximum ease, helping users navigate with confidence and speed.
  • Power-Packed Features – Boost productivity with tools that let you manage contacts, accounts and tasks more efficiently than ever before — saving time and reducing friction.
    • User-Centric Enhancements – We listened. Based on user feedback and testing, we’ve added features designed specifically to solve your biggest challenges, making users day-to-day workload smoother and smarter.
  • Unprecedented Control – Empower yourself with self-service tools that allow for dashboard personalization, admin-level integration setups and more. Plus, expect even more custom features in future rollouts.
  • Blazing Fast Performance – Load times are slashed, the platform is more responsive, and everything is organized to perfection for seamless interaction.
  • A Powerful Integration Marketplace – Unlock new integrations in a snap with a user-friendly setup wizard that makes connecting to existing tools a breeze.
  • Real-Time Reporting Capabilities – Whether you’re analyzing user activity or tracking time spent at different process stages, you’ll gain powerful insights from a library of pre-built reports.

Why is Docupace Making this Change?

Innovation often comes in small steps, other times it’s with bold strokes. The new user interface (UI) and enhanced user experience (UX) is our most audacious upgrade in 20 years. It’s much more than a facelift, we’ve leveraged user feedback/testing, world-class design principles and future-focused technology to reinvent the form and function of the platform.

The result is a modern, user-friendly, and highly functional interface that will streamline your workflows and improve your daily operations. Expect smoother navigation, faster access to key features, and an overall experience that will feel both familiar and refreshingly new.

How did Docupace Decide what Needed to be Changed?

By listening to our users. One consistent point of feedback in user surveys and conversations in recent years was a request to make navigating the platform more intuitive and to provide users with more flexibility to configure their site themselves. To ensure we rose to these expectations, we brought in Metalab, a leading interface design agency, as a strategic partner.

With the agency behind popular platforms such as Uber, Slack, Amazon and Meta at our side, we set out on an aggressive scoping, research, design and testing process enrolling users from the field and the home office.

The design process focused on four specific user personas: Financial Advisor in the field, Operations Administrator/Assistant in the field, back-office processor in the home office and back-office supervisor in the home office.

How Can I Get a Look at the New Docupace?

Visit www.docupace.com/new to a get a look at the new platform and detailed description of enhancements. Current Docupace customers just need to contact their assigned Customer Success Manager (CSM).

For those not currently using Docupace, you just need to fill out this simple form to schedule a discovery call and demo with our team.

When Will the New User Interface (UI) be Available for Use?

The rollout of MVP UX will be made available for a selection of new Docupace clients beginning in early 2025.

We will approach the transition timeline for existing clients thoughtfully. We understand that there is both excitement and eagerness to adopt the new UX among our client base, as well as a little trepidation around the possible disruption of current business operations. We understand each client’s situation is unique and our CSM and Support Teams will work closely with each client individually to create a rollout plan that aligns with each firm’s appetite to adopt the new UX.