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Workflow

The process documents follow from start to finish in Docupace. Workflows vary by category. Examples include ePACS (Client Activity), Ad Review, Advisor Onboarding, etc. The number of active workflows varies by firm, because they can be customized as needed.

Work Item (Request)

A folder that stores documents related to a particular transaction. Each folder is identifiable by a unique number. Work Items carry documents between the field and the back office and are set to follow a predefined workflow.

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