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Introduction: This guide describes how to view, print, and manage client documents.
Table of Contents
Change Log:
Date | Changes |
|---|---|
Sep 2020 | Comprehensive documentation about accessing client documents in the document management platform. |
Audience: Financial professionals who need to access documents in Docupace.
Functionality: You can view, print, and manage client documents.
Locate Documents
View Client Documents Tile
Add/Manage Client Subfolders Tile
How to Print a Document
You may print the document once the document is open by locating the print button.
You can click the Printer icon in the document viewer.
You can click the Printer icon from hovering over the document.
Attention: You can only preview PDF documents using the Document Viewer.
Note: Clicking Print opens the program required to view the document.