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

• Auto-complete fields via Blue Arrows

_{Figure 1: Connections}

Organizing 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

_{Figure 3: Auto-populated Information}

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 system can use the primary beneficiary to auto-complete both general beneficiary sections and primary beneficiary sections. As another example, the system can use the spouse information to auto-complete both the additional account holder section and the beneficiary sections.

How it works:

1. The system scans the work item documents and identifies the kind of information required for each field.

2. It then checks to see if a connection in the client folder has matching information.

3. Then, it displays a Blue Arrow to the left of fields that appear to match.

4. You can then choose to auto-populate fields using the information that the system found or type it in manually.

_{Figure 3: Blue Arrow Autopopulating Fields}