How to Mark a Client or Subfolder as Inactive
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Introduction: This guide describes how mark client folders and subfolders as inactive in Docupace.
Table of Contents
Change Log:
Date | Changes |
|---|---|
Oct 2021 | Comprehensive documentation about how to use the Status field for subfolders and folders. |
Audience: Financial Professionals who need to update client or subfolder status in Docupace.
Functionality: The Status dropdown allows you to mark folders and subfolders as inactive or active.
Setting a Client as Inactive
Once a client leaves you as a client, it is important to mark the record as inactive or closed. This can be done both on the client level and the Client Subfolder.
Tip: If you're just closing an account, but maintaining the relationship with a client, you will only want to mark the subfolder as inactive.
Warning: Marking the client as inactive does not mark their accounts as inactive. You will have to individually mark each subfolder.
Setting a Client Subfolder as Inactive
The steps below outline how to mark a Client Subfolder as inactive. You will need to do this manually for each subfolder if a client becomes inactive.
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