Navigating the Docupace Document Organizer
- Mercedes Rothwell
- Inese Auzina
Click on Images to Expand Them
Introduction: This guide summarizes the different sections of Docupace Digital Organizer.
Change Log:
Date | Changes |
|---|---|
Oct 2021 | Initial page version |
Audience: All Docupace DO users.
Functionality: Docupace DO is a digital document storage solution for financial advisors.
Home
View Client Documents
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.
Add/Manage Client Documents/Folders
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 on 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.
Upload Client Documents
The Upload Client Documents tile allows you to easily add a document into a Client Subfolder.
Attention: Using this tile only allows you to upload one document set at a time.
When clicked into, a screen with data fields will display. Filling out these fields will index your Client Document to the correct location. It also allows you to either drag and drop or search the database for your Client Documents.
Manage Unindexed Documents
The Manage Unindexed Documents tile will bring you to any documents that have not yet been indexed to a folder.
Click anywhere on a document’s row to open the indexing screen for that document.
Upload Unindexed documents
This tile allows you to add documents into the system either one at a time or add multiple document sets.
Tip: You can use this tile to quickly add documents into the system and return later to index them.
Retrieve
Retrieve is located in the top navigation toolbar. Clicking retrieve displays a menu with the list of folders you have access to in the system.
User Tools
User Profile/Preferences
Under User tools, you can access your profile to change your search and sorting preferences.
Print Document Separator
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 automatically after you upload them.
Manage Custom Values for Dropdowns
This section allows you to add information into certain dropdown fields.