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Client Documents are aimed at associating documentation with a specific Client. There are two methods of adding Client Documents:

Step 1: Launching Client Documents

Method 1: Via Retrieve

Enter information for a new account by manually adding a new Client via Retrieve > Client. To add client documents manually via Retrieve:

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Go to Retrieve > Client.

Adding Client Documents manually
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On the Retrieve page, click the Client Documents tab.

Client Documents tab
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To add new client documents, click New Client Documents.

Adding new Client Documents

Method 2: Via New

Add Client Documents manually via New > Client Documents. To add a client document via New:

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On the Client Documents pane, click Add New > Client Documents.

Adding Client Documents



Step 2: Filling out Document

details

Details

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In Details, provide information about documents that you want to add (required fields are: Business Type and Client Document Type).

Required information for details

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To upload files, in Upload File, click Upload (1) > Add File (2)> choose the appropriate document > Start upload (3).In Queue progress (4), you can view the status of uploaded files.

Uploading documents
Direct file uploader

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In case your site has a version history, you can choose among the document versions: from Version History, select the appropriate version.

Selecting version history
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Note: In case you need to add a subfolder for storing documents: on the Subfolder pane, click Quick Select, and then select the needed Subfolder(or several).

(Optional) Adding Client Subfolder
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To refine a document before saving it into the system, go to Document Tools torotate (1), stamp (2), or split (3) a document, and then click Apply to apply changes.

Refining document

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Once you add information for the client document, in the upper-right corner, click Save.

Saving information for Client Documents

You can upload documents into a specific Client Folder or into the Docupace system (not selecting the a specific location).

Unindexed documents, which are not uploaded into the specific location or don’t have barcodes, are stored in the following places:

  • Retrieve > Unindexed Documents

Storing documents in Unindexed Documents

  • Dashboard > Mailroom

Storing documents in Mailroom


For more information about re-indexing documents, view Re-Indexing Documents.

Tip

Tip:You can search for the client that you have just added by navigating to Retrieve>Client. Perform a search as you normally would by entering the Client's SSN, Last Name, or others. Your search results should show the Client that you have previously added.