How to Manage Client Documents
- Mercedes Rothwell
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Introduction: This guide describes how to view, print, and manage client documents.
Table of Contents
Change Log:
Date | Changes |
|---|---|
Sep 2020 | Comprehensive documentation about accessing client documents in the document management platform. |
Audience: Financial professionals who need to access documents in Docupace.
Functionality: You can view, print, and manage client documents.
How to Find Client Documents
View Client Documents Tile
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Add/Manage Client Folders Tile
How to Print a Document
You may print a document by locating the print button.
You can click the Printer icon in the document viewer.
You can hover over a document in the search results and click the PDF icon.
Attention: You can only preview PDF documents using the Document Viewer.
Note: Clicking Print opens the default program on your device for that type of file.
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