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Client Subfolders group together important data associated with specific Clients. These subfolders contain documents and can be associated with specific individuals.

There are three methods of adding a Subfolder to a Client Record: via Retrieve, New, and Starting Point.

Tip

Tip: When you create a new Client in the system, a general subfolder is generated automatically.



Step 1: Launching Client Subfolder

Method 1: Via Retrieve

To create a Client Subfolder, enter information for the new account by manually adding a new Client via Retrieve > Client:

Rw ui steps macro

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Go to Retrieve > Client and then search for a Client.

Creating a Client Subfolder manually
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To open a Client Folder, select the appropriate Client.

Opening Client Folder
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On the Client Subfolder pane, click Add New.

Adding new Client Subfolder

Method 2: Via New

To add a new Client Subfolder, provide all the needed preferred information via New > Client Subfolder:

Rw ui steps macro

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On the

Docupace pane, click New > Client Subfolder.

Adding a new Client Subfolder




Step 2: Filling out Subfolder Details

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In Details, enter information preferred by your firm.

Providing details for Client Subfolder
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(Optional) To associate a Client Subfolder with other folders, on the Client Folder pane, click Add, and thenselect the appropriate folders.

Associating Client Subfolder with other Folders
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Use Add to assign one or more Representatives to the subfolder on the Rep pane.

Assigning Representatives to subfolder
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Once you made all the preferred changes, in the upper-right corner, click Save.

Saving information for Client Subfolder


Method 3: Via Starting Point


Utilize Starting Point, our account wizard, which will open the account for you with the forms required for that particular account.

To create a new subfolder, complete the Starting Point Wizard. For more information, view Starting Point Overview.

Tip

Tip:When you return to the Client record, whichever way you add a new Subfolder, you will now have a Subfolder included in your Client record.


Once a Client Subfolder is created, you can add Client Documents. For more information about how to add Client Documents, view Adding Client Documents.