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Info
Introduction: This guide describes how to create a new folder.

Audience: Financial professionals who need to create new clients in Docupace.

Functionality: Folders allow you to store information related to a specific client, HR subject, or Accounting subject.

Change Log:

Date	Changes
Oct 2021	Comprehensive documentation about adding a folder into Docupace.

The steps to create a folder are very similar regardless of the type of folder you are trying to create. However, where you need to go to create each folder is different. Each type of folder also has different fields. Click the tabs to learn how to create a folder in each location.

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Rw tab

title	New Client Folder

1

Click Add/Manage Client Folders on the Home page.

2

Click New Client Folder on the top of the screen.

3

Click Add to add a Rep Code.

Note
Attention: You cannot save the record until you have added at least one Rep Code.

A. Add a Single Rep Code

Click on the rep you want to add.

B. Add Multiple Rep Codes

Use the checkboxes on the left-hand side to select the Rep Codes you want to add.

2. Click Select.

4.

Complete the Details section as applicable.

Note

Attention: The following fields are required:

First Name
Last Name
Social Security Number

Tip
Tip: You can copy the legal address to the mailing address by setting the Copy Legal to Mailing dropdown to Yes. When you click Save, the system will copy the information into the matching fields.

5.

Optional: Add Related Clients

Scroll down to Related Clients.

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Click Then, click Add.

Select the type of client relationship.

Click Add. You may select an existing client or create a new one.

Click Save to save the new relationship.

6.

Click Save to save the Client folder.

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Rw tab

title	New Advisor Office Folder

1	Navigate to Retrieve >Advisor Office.
2	Click New Advisor Office Folder on the top of the screen.
3	Provide the details. Advisor Office Type Business Type Folder Name Rep
4	Click Save.

Rw tab

title	New Personal Folder

1	Navigate to Retrieve > My Personal.
2	Click New My Personal Folder on the top of the screen.
3	Provide the details. My Personal Folder Type Description Folder Name
4	Click Save.

Rw tab

title	New Security Securities Licensing Folder

1

Navigate to Retrieve > Security Securities Licensing.

Tip
Tip: If you do not see this option and believe that you should have access, speak to your system administrator.

2

Click New Security Securities Licensing Folder on the top of the screen.

3

Select the employee type.

4

Provide the additional details.

Type
First Name
Last Name
SSN
City
State
Status
Rep

5

Click Save.

Rw tab

title	New Office Accounting Folder

1	Navigate to Retrieve > Office Accounting.
2	Click the New Office Accounting Folder button.
3	Fill in the folder Details. Folder Name Category Company Vendor Vendor ID Status
4	Click Save.