Click on Images to Expand Them
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Introduction: This guide describes how to view, print, and manage client documents. |
Change Log:
Date | Changes |
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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.
How to Find Client Documents
View Client Documents Tile
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From the Home page, click View Client Documents. | Image Added |
Enter your search options. | Image Added | Click Refresh/Search. |
Open Document | To open the a document, click on the desired line item. Tip | Tip: You can click anywhere on the document row to open the document. . | Image Added Image Added | Open Document Details | To view document details, hover over the line item. | Image Added Image Added |
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Add/Manage Client
Subfolders Folders Tile
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From the Home page, click Add/Manage Client SubfoldersFolders. | Image Added |
Search for your client and click Refresh.Click Refresh | Image Added | Click on the client to open the Client Folder. |
Select the subfolder. | Image Added |
To open the a document, click on the desired line item. Tip | Tip: You can click anywhere on the row to open the document. | Image Added |
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How to Print a Document
You may print a document by locating the print button.
You can click the Printer icon in the document viewer.
You can hover over a document in the search results and click the Printer PDF icon.
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Attention: You can only preview PDF documents using the Document Viewer. |
Note: Clicking Print opens the default program on your device for that type of file.
How to Update Document Details
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Hover over the document in the search results. | Click on the Pencil icon. | Update the fields as necessary.