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Introduction: This guide describes how mark client folders and subfolders as inactive in Docupace.

Table of Contents

Table of Contents
excludeTable of Contents

Change Log:

Date

Changes

Oct 2021

Comprehensive documentation about how to use the Status field for subfolders and folders.

Audience: Financial Professionals who need to update client or subfolder status in Docupace

Functionality: The Status dropdown allows you to mark folders and subfolders as inactive or active.

Setting a Client as Inactive

Once a client leaves you as a client, it is important to mark the record as inactive or closed. This can be done both on the client level and the Client Subfolder.

Tip

Tip: If you're just closing an account, but maintaining the relationship with a client, you will only want to mark the subfolder as inactive.

Note

Warning: Marking the client as inactive does not mark their accounts as inactive. You will have to individually mark each subfolder.

Rw ui steps macro
Rw step

Locate your Client Folder. In this example, we are using the Add/Manage Client Folders tile.

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Rw step

Use the search features on the left-hand side and/or scroll down in the search results to locate your client.

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Rw step

Hover over the client and click the pencil icon to access the Details screen.

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Rw step

Set the Client Status dropdown to Inactive.

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Click Save and Close. Your client is now an inactive client.

Tip

Tip: You can mark your client as active again by repeating the steps above, but selecting Active instead.

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Setting a Client Subfolder as Inactive

The steps below outline how to mark a Client Subfolder as inactive. You will need to do this manually for each subfolder if a client becomes inactive.

Once clicked on, it will bring you to your detail screen.
Rw ui steps macro
Rw step

Locate your Client Folder. In this example, we are using the Add/Manage Client Folders tile.

Rw step
Use the search features on the left-hand side and/or scroll down in the search results to locate your client.

Click into the client and locate the subfolder, you would like to make inactive.

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Rw step
Set the Client Status dropdown to Inactive.

Hover over the client subfolder and click the pencil icon to access the Details screen.

Rw step
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Rw step

Click Save and Close. Your client is now an inactive client.

Tip

Tip: You can mark your client as active again by repeating the steps above, but selecting Active instead.

  • click into the client, locate the subfolder, you would like to make inactive.

  • Hover over the subfolder and locate the pencil icon to access the details of the subfolder.

    • Locate the subfolder status and choose between closed and open.


    Please note if adding in

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    Optional: Add in your close date.

    Tip

    Tip: If you add a closed status,

    it is recommended to

    we recommend that you put in a close date.

    Add in your close date.

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    Rw step

    Click Save and Close. Your subfolder has now been marked closed in the system.

    Tip

    Tip: You can mark your subfolder as open again by repeating the steps above, but selecting Open instead.

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