There are several ways to add a new client into Docupace.
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Method 1: Via CRM Integration
You can add clients to Docupace by using CRMs such as Redtail or SmartOffice
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if your firm’s site is set to integrate with it. For more information on integrations, visit the Integration user guides.
Method 2: Via Retrieve
Click on Retrieve, then Client. Once on the Client folder page, click New Client Folder.
Method 3: Via New
Click New, then Client Folder.
Creating a New Client Folder
You can add many pieces of information about the Client
.You will see on the left-hand side of your screen there are options for you to click on to give more detail on things like Rep (**required entry) and Spouse.
Please note, you must assign a Rep Code for this client. This ties the client to the correct Rep(s) going forward throughout the
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Workflow process.
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Now that you have entered the applicable information. You can click on Retrieve and see that the Client has been added successfully. Perform a search as you normally would by entering the Client's SSN, Last Name, etc. |
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Your search results should show the client that you added. You are now able to add new accounts, upload documents, or any function needed within Docupace for your Client. |