Click on Images to Expand Them
When you click on the Retrieve tab, the dropdown menu displays the list of file types or “File Cabinets” you can access. Documents are sorted based on the attributes (information types) or data they contain. Figure 1 shows the list of file cabinets that you can access.
| Info |
|---|
Example: A client document would be associated with the client/account owner’s first and last name. |
| Info |
|---|
Example: An advisor document that is a contract with a janitorial service would be associated with the contract number. |
Note: The dropdown list that appears is based on the logged-in users’ system access rights.
Once you select a specific filing cabinet, the system displays all the files within that cabinet. Some cabinets are divided into subsections/levels. These subsections are displayed under different tabs that appear in decreasing level order. The figure to the right shows the level breakdown for the Client file cabinet.
Levels | |
|---|---|
Level 1: | Client Folder within the Clientfile cabinet. |
Level 2: | Client Subfolder displays the different client subfolders that are each associated with a specific account |
Level 3: | Client Documents displays all the documents associated with the sub-folders. |
Using this interface, you can:
| Tip |
|---|
Tip: Refer to Searching the Repository Files section for more information on the search functionality. |
Steps
| Rw ui steps macro | |
|---|---|
Select one or more records at any file level to perform an action. |
Organize documents with similar “attributes” under the main folder. For example, a client folder may have many financial accounts. Each of these financial accounts would be a separate subfolder. You can store the documents associated with these accounts within each subfolder. |
Search for one or more files. |