Click on Images to Expand Them

Introduction: This guide describes to how add a document to a specific Client Folder or Subfolder.

Change Log:

Date	Changes

Date	Changes
Oct 2021	Comprehensive documentation about uploading documents to client subfolders.

Audience: Financial professionals who need to upload documents into Docupace.

Functionality:

The Direct File Uploader adds documents into the Docupace Digital Organizer. These can be added to a specific subfolder, or uploaded in bulk as unindexed documents.

Document indexing allows you to connect documents to specific folders and/or subfolders in the system for easy retrieval.

1. How to Launch the Document Indexing Screen

There are several ways to access the Document Indexing screen. The process is very similar for each one, so this section is a brief summary. For more detailed information about each method, you can view the video guides linked below.

A. Add/Manage Client Folders Tile

Clicking this tile opens the list of client folders. From here, you can create or open a client folder, then a client subfolder.

Tip: This method lets you add the document directly into a specific subfolder.

Attention: Only one document set can be uploaded through this method.

B. Upload Client Documents Tile

Clicking this tile immediately opens the document indexing screen.

C. Upload Unindexed Documents

Clicking this tile opens the Direct File Uploader.

2. Document Indexing Screen

The Document Indexing screen allows you to add information about documents that you have uploaded into the system.

3. The Direct File Uploader