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Click the New Clientbutton, if you are sure that there is no information about this client in the Docupace system yet. This will create a new Client Folder in Docupace.
Click 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. Select checkboxes next to corresponding client records and click Select.
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The owners for of the account are listed. You can add more owners if necessary. Click Complete to complete this step.
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