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Introduction: This guide describes to how add a document to a specific Client Folder or Subfolder.
Change Log:
Date | Changes |
|---|---|
Oct 2021 | Comprehensive documentation about uploading documents to client subfolders. |
Audience: Financial professionals who need to upload documents into Docupace
Functionality:
The Direct File Uploader adds documents into the Docupace Digital Organizer. These can be added to a specific subfolder, or uploaded in bulk as unindexed documents.
Document indexing allows you to connect documents to specific folders and/or subfolders in the system for easy retrieval.
1. How to Launch the Document Indexing Screen
There are several ways to access the Document Indexing screen. The process is very similar for each one, so this section is a brief summary. For more detailed information about each method, you can view the video guides linked below.
A. Add/Manage Client Folders Tile
Clicking this tile opens the list of client folders. From here, you can create or open a client folder, then a client subfolder.
Tip: This method lets you add the document directly into a specific subfolder.
Attention: Only one document set can be uploaded through this method.
B. Upload Client Documents Tile
Clicking this tile immediately opens the document indexing screen.
Attention: Only one document set can be uploaded through this method.
C. Upload Unindexed Documents
Clicking this tile opens the Direct File Uploader.
Tip: This method allows you to upload documents in bulk.
Attention: You will need to go to Manage Unindexed Documents to add these documents to the appropriate subfolders.
2. Document Indexing Screen
The Document Indexing screen allows you to add information about documents that you have uploaded into the system.