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Introduction: This guide describes how to view, print, and manage client documents.

Table of Contents

Table of Contents
excludeTable of Contents

Change Log:

Date

Changes

Sep 2020

Comprehensive documentation about accessing client documents in the document management platform.

Audience: Financial professionals who need to access documents in Docupace.

Functionality: You can view, print, and manage client documents.

Locate

How to Find Client Documents

View Client Documents Tile

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From the Home page, click View Client Documents.

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Enter your search options.

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Click Refresh/Search.

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Tip: You can click

anywhere on the document row

to open the document

.

Open Document

To open the a document, click on the desired line item.

Tip
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Open Document Details

To view document details, hover over the line item.

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Add/Manage Client

Subfolders

Folders Tile

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From the Home page, click Add/Manage Client SubfoldersFolders.

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Search for your client and click Refresh.Click Refresh

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Click on the client to open the Client Folder.

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Select the subfolder.

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Tip: You can

click anywhere on the row

to open the document

.

To open the a document, click on the desired line item.

Tip
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How to Print a Document

You may print the a document once the document is open by locating the print button.

  1. You can click the Printer icon in the document viewer.

  2. You can hover over a document in the search results and click the Printer PDF icon from hovering over the document.

Note

Attention: You can only preview PDF documents using the Document Viewer.

Note: Clicking Print opens the program required to view the document.

How to Update Document Details

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Hover over the document in the search results.

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Click on the Pencil icon.

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Update the fields as necessary.

default program on your device for that type of file.

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