For any type of new record you create in the system (folders, subfolders, workflow requests, etc.), select the New button. A long list may appear as this is your Starting Point to add ANY type of request in the system.

Actions

Some of the common new actions you can create are

Starting Point

Start the account form wizard to establish a new work item.

Upload File

Upload documents easily to Docupace.

Create Work Item

Start a new work item.

Client Folder

Creates a new client.

Client Subfolder

Creates new client subfolders.

Client Documents

Add new documents with indexing.

Unindexed Documents

Add new unindexed documents.

Forms

Add a new form to the form library in Docupace.

Labels

Create labels for your form favorites.

Other Folders

Other Folders Available in New: 

• Ad Review Documents

• Advisor Office Documents

• Advisor Office Folder

• BD Accounting Document

• BD Accounting Folder.

• BD HR Folder

• BD Personnel Documents

• My Person Documents

• My Personal Folder

• Office Account Folder

• Office Accounting Documents

• Office HR Documents

• Office HR Folders

• Securities Licensing Documents

• Securities Licensing Folder

• Securities Licensing Subfolder