Click on Images to Expand Them
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Via Add > Upload
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Via Actions > Attach
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Click New on the top-right corner of the screen and select Upload File from the dropdown options.
 B. Add > Upload On the Work Item page:
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Figure 1: Upload File Link
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Figure 2: Add New Client Documents
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Figure 3: Upload File Link
  C. Actions > Attach You can click Actions, then select Attach while on the Work Item page.
D. The Work Item Client Documents button You can click the Work Item Client Document’s button to quickly upload documents and perform manual indexing.
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Figure 4: Attach Document
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The Direct File Uploader window opens. Click the Add Files button. |
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The pop-up window shows the files present in your drive. Select the files you wish to upload. |
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Figure 7: Select File
The selected files are populated in the Name field of the Direct File Uploader window. A. Click the Start Upload button to upload the files. B. To cancel the uploading at any time during the process, click the Cancel Upload button. C. You can remove all the files you added to the uploader by clicking Remove All. D.You can remove a single file from the processing queue by clicking the Trash Can icon next to the corresponding file name. |
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Figure 8: Uploader Options
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Complete manual indexing steps. |
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Figure 9: Manual indexing Steps
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Figure 10: Client Document Type Dropdown List
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Figure 11: Document Description Field
Once the upload process is completed successfully and files are added into Docupace, the system displays checkmarks next to the Status boxes. |
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Audience: Financial professionals who need to upload documents into Docupace.
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Functionality: The Direct File Uploader adds documents into the Docupace Digital Organizer. These can be added to a specific subfolder, or uploaded in bulk as unindexed documents. Document indexing allows you to connect documents to specific folders and/or subfolders in the system for easy retrieval. |