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Introduction: This guide describes how create subfolders in the system.

Table of Contents

Change Log:

Date

Changes

Oct 2021

Comprehensive documentation about how to create subfolders in docupaceDocupace.

Audience: Docupace DO users who need to locate or manage subfolders.

Functionality: Subfolders allow you to store client documents.

How to Create a Subfolder

You can create a subfolder in either a Client Folder or a Securities Licensing Folder. The steps to create folders are the same, however, the fields are different. The example below uses screenshots for creating a client subfolder.

Rw ui steps macro
Rw step

Navigate to your desired folder location

A. Retrieve > Client

B. Retrieve > Securities Licensing

Rw step

Optional:

Enter your search terms on the left hand side.

Tip

Tip: You can further narrow down your search by changing the individual field filter "begins with," to "contains," "is," or "ends with."

Click Search.

Rw step

Click Add New in the subfolder section.

Rw step

Add indexing information.

A. Complete any required fields in the Details section.

Note: The system marksrequired with an asterisk ( * ).

B. Complete any additional fields as desired.

Tip

Tip: Adding as much information as possible will make the subfolder easier to use and access in the future.

Rw step

Click Save.