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Introduction: This guide describes how create subfolders in the system.
Change Log:
Date | Changes |
|---|---|
Oct 2021 | Comprehensive documentation about how to create subfolders in Docupace. |
Audience: Docupace DO users who need to locate or manage subfolders.
Functionality: Subfolders allow you to store client documents.
How to Create a Subfolder
You can create a subfolder in either a Client Folder or a Securities Licensing Folder. The steps to create folders are the same, however, the fields are different. The example below uses screenshots for creating a client subfolder.