Versions Compared

Old Version 7

changes.mady.by.user Mercedes Rothwell

Saved on

compared with

New Version Current

changes.mady.by.user Mercedes Rothwell

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Click on Images to Expand Them

Info

Introduction: This guide describes how create subfolders in the system.

Table of Contents

Change Log:

Date

Changes

Oct 2021

Comprehensive documentation about how to create subfolders in Docupace.

Audience: Docupace DO users who need to locate or manage subfolders.

Functionality: Subfolders allow you to store client documents.

How to Create a Subfolder

Change Log:

Date

Changes

Oct 2021

Comprehensive documentation about how to create subfolders in Docupace.

You can create a subfolder in either a Client Folder or a Securities Licensing Folder. The steps to create folders are the same, however, the fields are different. The example below uses screenshots for creating a client subfolderClient Subfolder.

Rw ui steps macro
Rw step

Navigate to your desired folder location

A. Home > Add/Manage Client Folders

B. Retrieve > Client

C. Retrieve > Securities Licensing

Rw step

A. (Optional) Enter your search terms on the left hand side and then click Search.

Tip

Tip: You can further narrow down your search by changing the individual field filter "begins with," to "contains," "is," or "ends with."

B. Click on the folder you want to open.

Rw step

Click Add New in the subfolder section.

Rw step

Add indexing information.

A. Complete any required fields in the Details section.

Note: The system marksrequired with an asterisk ( * ).

B. Complete any additional fields as desired.

Tip

Tip: Adding as much information as possible will make the subfolder easier to use and access in the future.

Rw step

Click Save.