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Introduction: This guide describes how to view, print, and manage client documents.

Table of Contents

Table of Contents
excludeTable of Contents

Change Log:

Date

Changes

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

Rw ui steps macro
Rw step

From the Home page, click View Client Documents.

Rw step

Enter your search options.

Click Refresh/Search.

Rw step
Tip: You can click

anywhere on the document row

to open the document

.

Open Document

To open the a document, click on the desired line item.

Tip

Open Document Details

To view document details, hover over the line item.

Add/Manage Client

Subfolders

Folders Tile

Rw ui steps macro
Rw step

From the Home page, click Add/Manage Client SubfoldersFolders.

Rw step

Search for your client and click Refresh.

Click into on the client to open the Client Folder.

Rw step

Select the subfolder.

Rw step
Tip: You can click

anywhere on the row

to open the document

.

To open the a document, click on the desired line item.

Tip

How to Print a Document

You may print a document by locating the print button.

  1. You can click the Printer icon in the document viewer.

  2. You can hover over a document in the search results and click the PDF icon.

Note

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.