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Introduction: This guide describes how mark client folders and subfolders as inactive in Docupace. |
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Change Log:
Date | Changes |
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Oct 2021 | Comprehensive documentation about how to use the Status field for subfolders and folders. |
Audience: Financial Professionals who need to update client or subfolder status in Docupace.
Functionality: The Status dropdown allows you to mark folders and subfolders as inactive or active.
Setting a Client as Inactive
Once a client leaves you as a client, it is important to mark the record as inactive or closed. This can be done both on the client level and the Client Subfolder.
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Tip: If you're just closing an account, but maintaining the relationship with a client, you will only want to mark the subfolder as inactive. |
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Warning: Marking the client as inactive does not mark their accounts as inactive. You will have to individually mark each subfolder. |
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Setting a Client Subfolder as Inactive
The steps below outline how to mark a Client Subfolder as inactive. You will need to do this manually for each subfolder if a client becomes inactive.
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| Locate your Client Folder. In this example, we are using the Add/Manage Client Folders tile. |
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Use the search features on the left-hand side and/or scroll down in the search results to locate your client.
Click into the client and locate the subfolder, you would like to make inactive. |
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Hover over the client subfolder and click the pencil icon to access the Details screen. |
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Set the Client Status dropdown to Inactive
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Click Save and Close. Your client is now an inactive client.
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Tip: You can mark your client as active again by repeating the steps above, but selecting |
click into the client, locate the subfolder, you would like to make inactive.
Hover over the subfolder and locate the pencil icon to access the details of the subfolder.
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Please note if adding in
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