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Introduction: The guide provides instructions on how to add client subfolders manually and via Starting Point.

Table of Contents

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Change Log:

Date

Change

July 2020

Created user guide for adding subfolders

Audience: Advisors, who use the Docupace system to add new client accounts.

Functionality: Subfolders group together related forms and other important data associated with specific clients.

There are two ways to add a Subfolder to a Client Record.

  1. You can enter the information for the new account by manually adding a new folder

  2. You can utilize Starting Point, our account wizard, which will open the account for you with the forms required for that particular account.

Important Note: When a new client is created in the system, a general subfolder is automatically generated.

Adding a Subfolder Manually

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Navigate to Retrieve>Client.

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Search for a client.

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Click on a client to open the client folder.

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Click the Add New button.

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Fill out the fields as needed.

Note: You must assign a Rep to the subfolder.

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Click Save.

Adding a Subfolder via Starting Point

You can create a new subfolder by completing the Starting Point Wizard. For more information, please visit the Starting Point Overview guide.

Opening the Subfolder

When you return to the client record, whichever way you add a new Subfolder (either Manually or via Starting Point) you will now have a Subfolder included in your client record.