How to Create Subfolders in the System

Click on Images to Expand Them

Introduction: This guide describes how create subfolders in the system.

Audience: Docupace DO users who need to locate or manage subfolders.

Functionality: Subfolders allow you to store client documents.

Change Log:

Date	Changes

Date	Changes
Oct 2021	Comprehensive documentation about how to create subfolders in Docupace.

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.