| Info |
|---|
Introduction: The guide provides instructions on how to add client subfolders manually and via Starting Point. |
Table of Contents
-Change Log:
Date | Change |
|---|---|
July 2020 | Created user guide for adding subfolders |
Audience: Advisors, who use the Docupace system to add new client accounts.
Functionality: Subfolders group together related forms and other important data associated with specific clients.
There are two ways to add a Subfolder to a Client Record.
You can enter the information for the new account by manually adding a new folder
...
You can utilize Starting Point, our
...
account wizard, which will open the account for you with the forms required for that particular account.
...
Adding a Subfolder Manually
Let’s look at entering a Subfolder manually first. You will want to choose the client you are opening a Subfolder/New Account for within the Retrieve Tab. Do this by typing in the applicable criteria for that client. Once you find the correct client go ahead and click on that client to open up their folder where you can then add a new Subfolder.
Now you should see a button below the client information that says “Add New”, this will add the subfolder for you.
This will open up a separate window for you where you are able to fill out the information you would like included in your new Subfolder. Click save when you are finished entering the information and your subfolder will be added.
...
| 1 | Navigate to Retrieve>Client. | |
| 2 | Search for a client. | |
| 3 | Click on a client to open the client folder. | |
| 4 | Click the Add New button. | |
| 5 | Fill out the fields as needed. | |
| 6 | Click Save. |
Adding a Subfolder via Starting Point
To add a Subfolder via Starting Point you will search for the client record the same way on your Retrieve Tab. Once you are within the client record you will see “Starting Point” to the right of the Client Folder section. Click that button and you will start the process of adding a Subfolder/New Account through Starting Point
At this point you enter all applicable information into the Forms Wizard, this will find the correct items/documents to be added automatically to start the process of opening the account for your client. Follow the questionnaire that begins with the screen below. (ex: New Account, then choose an Institution, choose a product type, choose a registration type). The system will walk you through it.
This questionnaire will take you to your appropriate forms to fill out for the new Account/Subfolder. You can now check your history and add forms if necessary before you click “Create Work Item”
You will now be able to edit and complete the appropriate forms within Starting Point for your Work Item.
You can create a new subfolder by completing the Starting Point Wizard. For more information, please visit the Starting Point Overview guide.
Opening the Subfolder
When you return to the client record, whichever way you add a new Subfolder (either Manually or via Starting Point) you will now have a Subfolder included in your client record.