- Created by Mercedes Rothwell on Jun 15, 2022
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Current Version (v. 1) | Jun 15, 2022 20:23 | Mercedes Rothwell |
v. 13 | Feb 07, 2023 15:24 | Mercedes Rothwell |
v. 12 | Jul 11, 2022 18:29 | Mercedes Rothwell |
v. 11 | Jul 11, 2022 18:28 | Mercedes Rothwell |
v. 10 | Jul 11, 2022 18:27 | Mercedes Rothwell |
v. 9 | Jul 11, 2022 18:26 | Mercedes Rothwell |
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v. 7 | Jul 11, 2022 16:51 | Mercedes Rothwell |
v. 6 | Jul 11, 2022 16:30 | Mercedes Rothwell |
v. 5 | Jul 05, 2022 21:02 | Mercedes Rothwell |
v. 4 | Jun 28, 2022 19:26 | Mercedes Rothwell |
v. 3 | Jun 24, 2022 20:14 | Mercedes Rothwell |
v. 2 | Jun 21, 2022 16:32 | Mercedes Rothwell |
v. 1 | Jun 15, 2022 20:23 | Mercedes Rothwell |
Contents
Accessing the App
The ADV Part 2B app in Quick Start allows you to quickly upload the ADV Part 2B form into Docupace. To access the app, click the ADV Part 2B tile. It is located under the Manage Documents section.
Available Actions
Once you are in the app, you can:
Select an advisor if one is not already selected.
Note: Advisors will have themselves selected automatically. Assistants will see all relevant advisors.
Use the Direct File Uploader to add a new version of the ADV Part 2B form.
Attention: Uploading a PDF will immediately replace an existing file.
View the existing ADV Part 2B form for the selected advisor.
Note: If the form does not already exist, the system will display a placeholder document.
Click the Back button to return to Quick Start.
Confirmation Message
After you upload a new document, you will see a confirmation message. The image on the right (C) will change to display the new document.
Audience: Field Users
Functionality: Quick Start provides a way to complete common tasks in Docupace with only a few clicks.
Related Pages
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Page:Wealthbox Integration (Docupace Platform User Guides)
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Page:Part 11. Add the Interface to a Menu Item (Docupace Platform User Guides)
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