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Introduction: This guide describes how mark client folders and subfolders as inactive in Docupace.
Table of Contents
Change Log:
Date | Changes |
|---|---|
Oct 2021 | Comprehensive documentation about how to use the Status field for subfolders and folders. |
Audience: Financial Professionals who need to update client or subfolder status in Docupace
Functionality: The Status dropdown allows you to mark folders and subfolders as inactive or active.
Setting a Client as Inactive
Once a client leaves you as a client, it is important to mark the record as inactive or closed. This can be done both on the client level and the Client Subfolder.
Tip: If you're just closing an account, but maintaining the relationship with a client, you will only want to mark the subfolder as inactive.
Warning: Marking the client as inactive does not mark their accounts as inactive. You will have to individually mark each subfolder.
Setting a Client Subfolder as Inactive
The steps below outline how to mark a Client Subfolder as inactive. You will need to do this manually for each subfolder if a client becomes inactive.
click into the client, locate the subfolder, you would like to make inactive.
Hover over the subfolder and locate the pencil icon to access the details of the subfolder.
Once clicked on, it will bring you to your detail screen. Locate the subfolder status and choose between closed and open.
Please note if adding in a closed status, it is recommended to put in a close date. Add in your close date.Click Save and Close. Your subfolder has now been marked closed in the system.