There are several ways to add a new client into Docupace.
Method 1: Via CRM Integration
You can add clients to Docupace by using CRMs such as Redtail or SmartOffice if your firm’s site is set to integrate with it. For more information on integrations, visit the Integration user guides.
Method 2: Via Retrieve
Click on Retrieve, then Client. Once on the Client folder page, click New Client Folder.
Method 3: Via New
Click New, then Client Folder.
Creating a New Client Folder
You can add many pieces of information about the Client
.You will see on the left-hand side of your screen there are options for you to click on to give more detail on things like Rep (**required entry) and Spouse.
Please note, you must assign a Rep Code for this client. This ties the client to the correct Rep(s) going forward throughout the Workflow process.
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Now that you have entered the applicable information. You can click on Retrieve and see that the Client has been added successfully. Perform a search as you normally would by entering the Client's SSN, Last Name, etc. | |
Your search results should show the client that you added. You are now able to add new accounts, upload documents, or any function needed within Docupace for your Client. |