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Introduction: This page describes how, as a rep, you can open new accounts through the Docupace Starting Point. |
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You can create new accounts easily by using Starting Point. Follow following the steps below to get started.:
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Click the Starting Point link from the New dropdown menu.
Click New Account to create a new account. Click Maintenance to update some aspect of an existing account (e.g. change of address, an additional beneficiary, a new dealer, etc.) 
Select New Client, Existing Existing Client, or Multiple Clients. Corresponding scenarios are described further in on this chapterpage. 
Select the clients as described below, then proceed to the next chapter New Account WizardOnce you have selected your clients, proceed with Selecting New Account Options as described further on this page. |
New Client
Select the New Client option , if you are sure that there is no information about this client in the Docupace system yet. This will create a new Client Folder in Docupace.
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Note. : The list of fields and sections will depend on your Docupace site configuration and may differ from this screenshot. |
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Note. : It is mandatory to select a Rep for the Client, however, in most cases the system will automatically select the Rep that is assigned to your user profile. |
Note: All sections and fields marked with a red asterisk ( * ) are mandatory. All other required fields for each Client Type are listed in the table below (refer to the sub-table).
Fill out Client Details, then click Save in the top toolbar:
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Client Type | Select the client type from the |
dropdown. Below is a list of fields required when you select a particular type:
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Client Status | Select a status from the following options:
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Business Type | Select a business type from one of the following options:
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Rep | Add one or more reps’ to this section. Click on the Add button. A table containing the existing reps’ records appears. Select the corresponding rep(s). |
Legal Address | Enter the Client’s legal address. |
Mailing Address | Enter the Client’s mailing address. |
Government ID | Enter |
the Client’s government-issued ID number. | |
Employer Information | Enter current employer information. |
Linked Clients (Spouse, Authorized Individuals, Trustees) |
Add connected Client Folders. Click on the Add button and select an existing Client Folder or create a new record. |
Primary Beneficiaries |
Add the primary beneficiaries of the client. |
Contingent Beneficiaries |
Add the secondary beneficiaries. |
Existing Client
Select Existing Client to search for a Client Folder already created in Docupace. You can narrow down the results by using the search filters on the left side of the page.
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Click the New Clientbutton, if you are sure that there is no information about this client in the Docupace system yet. This will create a new Client Folder in Docupace.
Click Existing Client to search for a Client Folder already created in Docupace. You can narrow down the results by using the search filters on the left side of the page. Select checkboxes next to corresponding client records and click Select.
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The owners for system lists the new account are listedowners. You can add more owners if necessary. Click Complete to complete this step.
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Selecting New Account Options
When the clients for the account are selected, choose the various options associated with the account. Previous selections appear in the right-side pane of the wizard.
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Note. The list of available options will depend on your Docupace site configuration and will differ from the screenshots. |
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Select the Vendor for the account. Note: Here, the Vendor refers to the financial institution where the account will be held (also called Sponsor or Custodian). 
Select a State. Note: You may also select No State Required. 
Select a Registration Type. 
Select a Product Type. 
Select Account Options, if necessary. Then click Next. 
Proceed to Reviewing the Work Item Summary Screen. |