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Introduction: This guide describes how mark client folders and subfolders as inactive in Docupace.

Table of Contents

Table of Contents
excludeTable of Contents

Change Log:

Date

Changes

Oct 2021

Comprehensive documentation about how to use the Status field for subfolders and folders.

Audience: Financial Professionals who need to update client or subfolder status in Docupace.

Functionality: The Status dropdown allows you to mark folders and subfolders as inactive or active.

Setting a Client as Inactive

Once a client leaves you as a client, it is important to mark the record as inactive or closed. This can be done both on the client level and the Client Subfolder.

Tip

Tip: If you're just closing an account, but maintaining the relationship with a client, you will only want to mark the subfolder as inactive.

Note

Warning: Marking the client as inactive does not mark their accounts as inactive. You will have to individually mark each subfolder.

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Locate your Client Folder. In this example, we are using the Add/Manage Client Folders tile.

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Use the search features on the left-hand side and/or scroll down in the search results to locate your client.

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Hover over the client and click the pencil icon to access the Details screen.

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Set the Client Status dropdown to Inactive.

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Click Save and Close. Your client is now an inactive client.

Tip

Tip: You can mark your client as active again by repeating the steps above, but selecting Active instead.

Setting a Client Subfolder as Inactive

The steps below outline how to mark a Client Subfolder as inactive. You will need to do this manually for each subfolder if a client becomes inactive.

Rw ui steps macro
Rw step

Click into the client and locate the subfolder, you would like to make inactive.

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Hover over the subfolder and click the pencil icon to access the Details screen.

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Locate the subfolder status and choose between closed and open.

Optional: Add in your close date.

Tip

Tip: If you add a closed status, we recommend that you put in a close date.

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Click Save and Close. Your subfolder has now been marked closed in the system.

Tip

Tip: You can mark your subfolder as open again by repeating the steps above, but selecting Open instead.