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Contents
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Overview
The Advisor app is a self-service app for advisors and their assistants. It allows allows users to quickly upload the ADV Part 2B form into Docupace quickly. There are two ways to access the Advisor ADV app.
The Selecting from the top navigation toolbar dropdown (value is dependent on your site’s configuration)
Through Quick Start (under Manage Documents)
Note: Accessing the app through Quick Start requires that Quick Start is enabled in your site.
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Adding ADV 2B forms without the app requires help from Support. |
Available Actions
There are four actions you can take while in the Advisor ADV App.
A. Select an advisor
B. Upload a file
C. Review the existing form
D. Return to Quick StartLeave the App
Select an advisor if one is not already selected.
Note: Advisors will have themselves selected automatically. Assistants will see all relevant advisors.
Use the Direct File Uploader to add a Drag and drop the new version of the ADV Part 2B form or use the Direct File Uploader.
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Attention: Uploading a PDF will immediately replace an existing file. |
After you upload a new document, you will see a confirmation message. The image on the right (C) will change to display the new document.
View the existing ADV Part 2B form for the selected advisor.
Note: If the form does not already exist, the system will display a placeholder document.
Click the Back Close button to return to Quick Startleave the app.
This button only displays as Back if your site has Quick Start enabled.
Audience: Field Users
Functionality: The Advisor app allows you to quickly upload the ADV Part 2B form into Docupace.
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