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Introduction: This guide describes how, as a rep, you can open new accounts through the Docupace Starting Point. |
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You can create new accounts easily by using Starting Point. Follow following the steps below to get started.:
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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 Client, or Multiple Clients. Corresponding scenarios are described further in on this chapterpage.
Select the clients as described below, then proceed to the next chapter New Account WizardOnce you have selected your clients, proceed with Selecting New Account Options as described on the next page. |
New Client
Select the New Client option , 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.
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Note. : The list of fields and sections will depend on your Docupace site configuration and may differ from this screenshot. |
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Note. : It is mandatory to select a Rep for the Client, however, in most cases the system will automatically select the Rep that is assigned to your user profile. |
Note: All sections and fields marked with a red asterisk ( * ) are mandatory. All other required fields for each Client Type are listed in the table below.
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Client Type | Select the client type from the following optionsdropdown. Below is a list of fields required when you select a particular type:
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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 the Client’s government-issued ID number. |
Employer Information | Enter current employer information. |
Linked Clients (Spouse, Authorized Individuals, Trustees) | Use this section to add 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 Add the primary beneficiaries of the client. |
Contingent Beneficiaries | Use this section to add Add the secondary beneficiaries. |
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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 of system lists the new account are listedowners. You can add more owners if necessary. Click Complete to complete this step.
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