Click on Images to Expand Them
For any type of new record you create in the system (folders, subfolders, workflow requests, etc.), select the New button. A long list may appear as this is your Starting Point to add ANY type of request in the system.
Actions
Some of the common new actions you can create are
Starting Point
Start the account form wizard to establish a new work item.
Upload File
Upload documents easily to Docupace.
Create Work Item
Start a new work item.
Client Folder
Creates a new client.
Client Subfolder
Creates new client subfolders.
Client Documents
Add new documents with indexing.
Unindexed Documents
Add new unindexed documents.
Forms
Add a new form to the form library in Docupace.
Labels
Create labels for your form favorites.
Other Folders
Other Folders Available in New:
Ad Review Documents
Advisor Office Documents
Advisor Office Folder
BD Accounting Document
BD Accounting Folder.
BD HR Folder
BD Personnel Documents
My Personal Documents
My Personal Folder
Office Account Folder
Office Accounting Documents
Office HR Documents
Office HR Folders
Securities Licensing Documents
Securities Licensing Folder
Securities Licensing Subfolder