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Date

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July 2022

Initial Version

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Contents

Table of Contents
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What is Quick Start?

Quick Start is a page in Docupace that allows you to access many convenient apps. These apps speed up the process of completing common tasks in the system. The available apps can vary depending on your site’s configuration.

Tip

Tip: If you see an app module in this guide that you don't have access to, contact your system admin for help.

Quick Start is broken into has five distinct sections.

  1. Overview

  2. Work Item Status

  3. Client Information

  4. Request New Transaction

  5. Manage Documents

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Overview

If you launched Quick Start from a CRM Client Contact (in Redtail or Wealthbox), the client information is sent to Docupace and the client name is displayed in the Overview section. It serves as a reminder of which client you selected.

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Work Item Status

The Work Item Status section takes you to locations in the system where you can view

work items

Work Items by status. The Dashboard tile is always visible. It works as the standard Docupace

Dashboard

dashboard. However, the Work Item Status app module is only accessible if you access Docupace through a CRM (Redtail client or Wealthbox client).

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Client Information

This section contains two tiles: Clients and Accounts. If there is a contact/client that was selected from CRM (Redtail or Wealthbox), then clicking these tiles will open that client's folder and a list of that client's accounts. Otherwise, it will take you to a search page.

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Request New Transaction

The tiles in this Quick Start section relate to the various transaction types in Docupace. The following tiles/app modules are available in this section.

  • Account Service: This app allows you to make changes to an existing account.

  • New Account

(sp)

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  • : This app takes you through the typical Starting Point steps to open a new account.

  • New Account Opening: This app is a wizard-based way to open new accounts.

  • Proposal-Existing: This app retrieves a list of existing proposals for your review.

  • Proposal-New: This app is a wizard-based way to create new proposals.

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    Manage Documents

    These tiles relate to managing documents within Docupace.

    • View Client Documents

    • Upload Client Documents

    • Manage Unindexed Documents

    • Upload Unindexed Documents

    • ADV Part 2B: This app shows the advisor ADV office document associated with the logged-in user.

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    Audience: Field Users

    Functionality: Quick Start provides a way to complete common tasks in Docupace with only a few clicksis a page in Docupace that allows you to access many convenient apps.

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