-
Info |
---|
IntroductionAdvisors and Office teams receive documents in many ways. Some documents once received, require additional processing and review. These documents will be indexed and pushed to the appropriate workflows within Docupace. |
Other documents just require archiving - indexing and filing to an appropriate electronic filing cabinet. Once indexed and filed, no additional processing is needed. |
-
Table of Contents
Page Tree |
---|
|
Step 5: The client filing cabinets follow a three-tier structure – Client Folder, Client Subfolder, and Client Document. So, a document must be filed into a subfolder.
Different System Displays
Creating Subfolders
Once we index the document, we must determine which account (subfolder) the document belongs to. To add a subfolder, perform the following steps:
Step 1: Click on the arrow icon ( ) next to Details section. From the pop-up window that opens, click on the Subfolder link.
Info | ||
---|---|---|
| ||
The links in the pop-up window enable you to quickly navigate to the different sections on the page. In this instance, we are navigating to the Subfolder section. You can also scroll down to get to the sections listed. |
Quick Navigation Links
Step 2: Click the Add button in the Subfolder section.
Add Subfolder
Step 3: To search for a subfolder, enter search criteria to filter down the results. Put a check-mark next to the subfolder you would like to add the document to and then click Select to add the selected subfolder(s).
Subfolder Search
|
Panel | ||||||
---|---|---|---|---|---|---|
| ||||||
Archiving Documents |
Click on images to expand them.
To archive a document, perform the following steps:
Step 1: Go to My Tasks -> Mailroom on your Dashboard, and click on the item containing the documents you want to archive.
Navigating to Mailroom
Details Page
Document Archiving Drop-down Field
title | Note |
---|
There are different indexing needs. For example, filing a document under Client Documents is different from filing a document under My Personal Documents. So, on selecting any other type (such as ‘My Personal Documents’), the system displays fields that are different.
title | Note |
---|
The archived Client Document is now saved within its corresponding Client Folder and Client Subfolder.
Archive Button
Change Log:
Date | Changes |
---|---|
April 2020 | Added information about using the Mailroom |
Audience: Docupace users
Functionality: The Mailroom holds documents that require manual indexing.