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Introduction: This guide describes to how add a document to a specific Client Folder or Subfolder.

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Change Log:

Date

Changes

Oct 2021

Comprehensive documentation about uploading documents to client subfolders.

Audience: Financial professionals who need to upload documents into Docupace.

Functionality:

The Direct File Uploader adds documents into the Docupace Digital Organizer. These can be added to a specific subfolder, or uploaded in bulk as unindexed documents.

Document indexing allows you to connect documents to specific folders and/or subfolders in the system for easy retrieval.

1. How to Launch the Document Indexing Screen

There are several ways to access the Document Indexing screen. The process is very similar for each one, so this section is a brief summary. For more detailed information about each method, you can view the video guides linked below.

A. Add/Manage Client Folders Tile

Clicking this tile opens the list of client folders. From here, you can create or open a client folder, then a client subfolder.

Tip

Tip: This method lets you add the document directly into a specific subfolder.

Note

Attention: Only one document set can be uploaded through this method.

B. Upload Client Documents Tile

Clicking this tile immediately opens the document indexing screen.

Note

Attention: Only one document set can be uploaded through this method.

C. Upload Unindexed Documents

Clicking this tile opens the Direct File Uploader.

Tip

Tip: This method allows you to upload documents in bulk.

Note

Attention: You will need to go to Manage Unindexed Documents to add these documents to the appropriate subfolders.

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2. Document Indexing Screen

The Document Indexing screen allows you to add information about documents that you have uploaded into the system.

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Fill out information about the document.

Note: The Client Document Type and Business Type are required.

Tip

Tip: The information that you add to this screen makes it easier to locate the document in the future. We recommend adding as much information as possible.

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Add at least one subfolder.

A. Click Add on the subfolder section.

B. Optional: Use the search features to locate the desired subfolder.

C. Click on the subfolder you want to add.

Tip

Tip: If the Client Subfolder you are looking for does not exist, you may click Create New to create that Client Subfolder.

D. Repeat steps A-C until you have added all the subfolders that you want to associate with the document.

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Upload the document.

A. Drag and Drop into Window

Drag and drop a document from your computer into the space beneath the upload button.

B. Use the Direct File Uploader

Click the Upload Button.

Complete the steps in section 3. The Direct File Uploader.

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Click Save.

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A. Verify that your information on the left-hand side is correct.

B. Click Save and Close to complete the process.

3. The Direct File Uploader

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Add your documents.

Drag and Drop

A. Drag and drop them into the uploader.

Browse For Files

B1. Click the Add Files button.

B2. Browse your computer for the file.

B3. Click on the file.

B4. Click Open.

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Click on the Start Upload button.

Note: The system processes each document individually.

  • The system will display any errors in the uploader window.

  • Once each document is successfully uploaded, a checkmark will be located in the Status column.

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Click the Close button to return to the previous screen.