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Client

Client

A person or entity that works with a Broker-Dealer or financial advisor. The Docupace system stores client information and records.

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Adding a New Client
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Adding a New Client/Client Folder
Adding a New Client/Client Folder
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Adding Client Documents
Adding Client Documents
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Working with Docupace Documents in Salesforce
Working with Docupace Documents in Salesforce
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Creating New Records and Folders
Creating New Records and Folders
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Synching Accounts with Docupace Client Folders
Synching Accounts with Docupace Client Folders
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