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What is a Client Folder?

When you create a new Client Record in Docupace, the system creates a Client Folder. The Client Folder contains Client Subfolders, which can store information about the related individuals. With help of Client Folders and Subfolders, users are able to:

  • Organize related information all in the same place

  • Pre-populate data on forms

  • Change recipients for signature fields

  • Auto-complete fields via Blue Arrows

Adding a New Client Record

There are three methods for adding a new Client:via CRM Integration, Retrieve, and New.

Method 1: Via CRM Integration

You can add clients to Docupace by using a CRM (Retail, SmartOffice, etc.) if your firm’s site is set up to integrate with one.

For more information on integrations, view the Integration user guides.

Method 2: Via Retrieve

Add clients to Docupace by Retrieve > Client:

Rw ui steps macro
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On the Docupace pane, click Retrieve > Client.

Adding Client via Retrieve
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In Client Folder, click New Client Folder.

Adding New Client Folder
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To add a new Client Folder, enter all the preferred information by your firm (on Details, Rep, and other tabs), and then in the upper-right corner, click Save.

Method 3: Via New

Add clients to Docupace by New > Client Folder:

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Rw step

On the Docupace pane, click New > Client Folder.

Adding Client via New
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To add a new Client Folder, enter all the preferred information by your firm (on Details, Rep, and other tabs), and then in the upper-right corner, click Save.

Adding a New Client Folder

To add a new Client Folder, perform the following actions:

Rw ui steps macro
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In the upper-right corner, click New > Client Folder. The Client Folder page appears.

Сreating new Client Folder

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To assign a Representative to a Client Folder, on the Rep pane, click Add (2), select the appropriate Rep Code(s), and then click Select (2).

Adding RepSelecting Rep Codes

Note: Rep Code ties a Client to the correct Rep(s) going forward throughout the Workflow process.

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In Details, provide details about a Client. Certain fields are required to complete the work itemsWork Items, they are SSN, First / Last Name or Company Name, Client Type, Client Status, and Business Type.

Providing information for Details tab

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(Optional) Add information for the following tabs:

  1. Spouse. Another Client in the system.

  2. Authorized Individuals. Another Authorized Individual (Client) in the system.

  3. Primary Beneficiaries. Not Client, but comprises information about an individual or organization who is first in line to receive benefits in a will, trust, or retirement account.

  4. Contingent Beneficiaries. Not Client, but comprises information about someone who might benefit from a contingent contract.

Optional information for Client Folder

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Once you add information preferred by your firm, click Save.

Saving rep codes

A new Client Folder is now successfully created. You can now add a Client Subfolder.

For more information about how to add a Client Subfolder, view Creating a Client Subfolder.