Client Documents are aimed at associating documentation with a specific Client. There are two methods of adding Client Documents:
Step 1: Launching Client Documents
Method 1: Via Retrieve
Enter information for a new account by manually adding a new Client via Retrieve > Client. To add client documents manually via Retrieve:
Method 2: Via New
Add Client Documents manually via New > Client Documents. To add a client document via New:
Step 2: Filling out Document Details
You can upload documents into a specific Client Folder or into the Docupace system (not selecting a specific location).
Unindexed documents, which are not uploaded into the specific location or don’t have barcodes, are stored in the following places:
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For more information about re-indexing documents, view Re-Indexing Documents.
Tip: You can search for the client that you have just added by navigating to Retrieve > Client. Perform a search as you normally would by entering the Client's SSN, Last Name, or others. Your search results should show the Client that you have previously added.