Client Documents are aimed at associating documentation with a specific Client. There are two methods of adding Client Documents:
Step 1: Launching Client Documents
Method 1: Via Retrieve
Enter information for a new account by manually adding a new Client via Retrieve > Client. To add client documents manually via Retrieve:
Method 2: Via New
Add Client Documents manually via New > Client Documents. To add a client document via New:
Step 2: Filling out Document details
You can upload documents into a specific Client Folder or into the Docupace system (not selecting the specific location).
Unindexed documents, which are not uploaded into the specific location or don’t have barcodes, are stored in the following places:
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For more information about re-indexing documents, view Re-Indexing Documents.
Tip: You can search for the client that you have just added by navigating to Retrieve > Client. Perform a search as you normally would by entering the Client's SSN, Last Name, or others. Your search results should show the Client that you have previously added.