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| Rw ui steps macro | ||||
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Click the Starting Point link from the New dropdown menu.
Click New Account to create a new account. Click Maintenance to update some aspect of an existing account (e.g. change of address, an additional beneficiary, a new dealer, etc.) 
Select New Client, Existing Existing Client, or Multiple Clients. Corresponding scenarios are described further in this chapter. 
Select the clients as described below, then proceed to the next chapter New Account Wizard. |
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Fill out Client Details, then click Save in the top toolbar:
Fields | Description |
|---|---|
Client Type | Select the client type from the following options. Below is a list of fields required when you select a particular type: Person: Last Name, First Name, TIN/SSN, Rep Prospect: Last Name, First Name or Company Name, Rep Business/Entity: Company Name, TIN/SSN, Rep Trust: Company Name, TIN/SSN, Rep |
Client Status | Select a status from the following options:
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Business Type | Select a business type from one of the following options:
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Rep | Add one or more reps’ to this section. Click on the Add button. A table containing the existing reps’ records appears. Select the corresponding rep(s). |
Legal Address | Enter the Client’s legal address. |
Mailing Address | Enter the Client’s mailing address. |
Government ID | Enter information about a government-issued ID |
Employer Information | Enter current employer information. |
Linked Clients (Spouse, Authorized Individuals, Trustees) | Use this section to add connected Client Folders. Click on the Add button and select an existing Client Folder or create a new record. |
Primary Beneficiaries | Use this section to add the primary beneficiaries of the client. |
Contingent Beneficiaries | Use this section to add the secondary beneficiaries. |
Existing Client
Select Existing Client to search for a Client Folder already created in Docupace. You can narrow down the results by using the search filters on the left side of the page.
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