Click on the Work Item you would like to add the document from your Dashboard. In this example, we are in the Pending Advisor Review queue

note

Note

Typically, you would add a document to a Work Item in this queue. But, you can add documents to Work Items from any queue you have access to.

Note

Typically, you would add a document to a Work Item in this queue. But, you can add documents to Work Items from any queue you have access to.

_{Accessing the Work Item}

Click on the Add New button from within the Client Documents section of the Work Item.

note

Note

Your site may have an Add button that looks like the image below.

Note

Your site may have an Add button that looks like the image below.

View Larger Image

_{Add New option}

Fill out the Detail fields. The Business Type and Client Document Type fields are mandatory, but you may leave the others blank.

note

Note

Indexing is an important feature within Docupace – the more details you enter on this page will make it easier to retrieve the document in the future.

Note

Indexing is an important feature within Docupace – the more details you enter on this page will make it easier to retrieve the document in the future.

_{Entering New Details}

1

Click on the button in the Image Content field to open the Direct File Uploader and upload the files.

Tip

Alternatively, you can drag and drop files from your drive into the rectangular box below.

_{Uploading New Document – Upload Butto}