Table of Contents

Change Log:

Audience: All Docupace DO users

Functionality: Docupace DO is a digital document storage solution for financial advisors.

Clicking on this tile brings you to a list of all client documents in the system. You can use the search filters on the left-hand side to search for existing Client Documents in the database, or create new Client Documents.

This tile brings you to a list of all Client Folders in your system. Similar to the View Client Documents tile, you can use the search filter on the left-hand side to locate existing clients, or you can create a new client utilizing the New Client Folder button.

You may also access the Client Subfolder level by clicking into your client or locating the Client Subfolder link on the top left hand side. On this screen, you'll be able to add a new subfolder for the client or click on an existing subfolder to view any of the documents associated with that subfolder.

The Upload Client Documents tile allows you to easily add a document into a Client Subfolder. Choose this tile to add just one document set at a time. When clicked into an indexing screen will appear that will allow you to complete data fields to index your Client Document and allow for you to either drag and drop or search the database for your Client Documents.

The Manage Unindexed Documents tile will bring you to any unindexed documents that have not yet been indexed to a folder. You can search for unindexed documents by creation date, or pages, or simply click on the row of the document you would like to access the document to start indexing.

the Upload Unindexed documents tile will allow you to add documents into the Docupace system, either one at a time or multiple document sets. You can use this tile to quickly add documents into the system and index later to the correct folder type. When clicked on the tile, the Direct File Uploader will appear. Drag and drop your documents directly here, or use the add file button to upload your unindexed documents. When closed, those documents will then be visible in Manage Unindexed Documents.

You also have a section in your toolbar called Retrieve. Retrieve will allow you to access not only your Client Documents in your Client Folder, but also additional folders that you do have access to here at Docupace.

User Tools section will allow you to view your user profile and change search and sorting preferences. You can change search and sorting preferences for each section in Docupace, and change the sort order as it appears in the table results.

Under User Tools, you also have a Print Document Separator. This page can be used when scanning documents sets into the system to separate those documents.

Under User Tools, you also have a Manage Custom Values for dropdowns. This will allow you to add in information into certain dropdown fields into the database if information is missing. For instance, when choosing the client Custom Client Document Types, you will be able to add in additional Client Document Types, if they are not currently available for you and your entity.