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How it works:
The system scans the work item documents and identifies the kind of information required for each field.
It checks to see if a connection in the client folder has matching information.
Then, it displays a Blue Arrow to the left of fields that appear to match.
You can then choose to auto-populate fields using the information the system found or type it in manually.
What is the Client Folder?
When you create a client in Docupace, the system creates a folder for that client to contain all the related information. Besides storing client subfolders with documents related to client accounts, the system can connect information about related individuals. These connections allow you to:
Organize related information all in the same place
Pre-populate data on forms
Change Recipients for Signature Fields
Auto-complete fields via Blue Arrows
Figure 1: Connections
1. Spouse | 2. Authorized Individual | 3. Primary Beneficiary | 4. Contingent Beneficiary |
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Another client in the system | Not clients, but used to keep information useful for forms | ||
Organize Related Information
The Client Folder displays connections in a summary format, which makes it easy for you to reference the information quickly.
Figure 2: Sections of the Client Folder
Pre-populate Data on Forms
Forms will pre-populate the following information if it is present in the client folder:
The Client information section that matches the Client Type (such as Trust, Person, entity, etc)
Spouse sections
Primary Beneficiary sections
Contingent Beneficiary sections
Note: People added as Authorized Individuals can only be added to forms via the Blue Arrows.
Figure 3: Auto-populated Information
Change Recipients for Signature Fields
Signature fields auto-populate with the owner’s information. However, sometimes the owner is not able to sign the document. To allow Reps to switch between the account owner and an Authorized Individual, you need to configure Authorized Individual to appear for fields normally reserved for owners.
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Example: A father opens an account on behalf of his three-year-old son. However, minors cannot legally sign documents. The father needs to sign the document as an Authorized Individual. |
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Tip: If the Blue Arrows are not carrying over the desired information, you can check what the system is looking for by visiting the Form Fields Meta domain (255) and the Form Fields Groups domain (275). |
Figure 4: Assigning the Authorized Individual
Auto-Complete Forms Using Blue Arrows
The Blue Arrows allow you to auto-complete forms by pulling information from the Client Folder. Each section that you fill out adds additional information that the auto-complete Blue Arrows can use. For example, the
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Example: The system can use the primary beneficiary to auto-complete both general beneficiary sections and primary beneficiary sections. |
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Example: The system can use the spouse information to auto-complete both the additional account holder section and the beneficiary sections. |
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Tip: The more connections you make to the client folder, the easier and faster it will be to fill out forms for each work item. |
How it works:
The system scans the work item documents and identifies the kind of information required for each field.
It then checks to see if a connection in the client folder has matching information.
Then, it displays a Blue Arrow to the left of fields that appear to match.
You can then choose to auto-populate fields using the information that the system found or type it in manually.
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Tip: If the Blue Arrows are not carrying over the desired information, you can check what the system is looking for by visiting the Form Fields Meta domain (255) and the Form Fields Groups domain (275). |
Figure 3Selecting the “Authorized Signer“
Figure 5: Blue Arrow Autopopulating Fields