Work Item Status App
- Mercedes Rothwell
- Gints Vaskums
The Work Item Status app allows financial professionals to quickly access Work Items related to a specific Redtail or Wealthbox Contact. The Work Item Status app has several sections. These are described in more detail below.
To learn how to send a Redtail Contact to Quick Start, view this guide.
You will not see the Launch Quickstart button if you do not have Quick Start in your site.
Client Name (A)
Launch Quickstart (B)
Status Tabs (C)
Work Items table (D)
Documents Table (E)
Navigation buttons (F)
Client Name
The system displays the name of the client/contact whose Work Items you are viewing.
Launch Quick Start
Clicking this button will send you back to Quick Start.
Status Tabs
Clicking these tabs filters Work Items by status and also affects what’s shown in the Documents section. The app highlights the first Work Item in each status by default. This determines the documents available for view.
Work Items Table
This table displays a list of Work Items associated with the selected client. The list is limited to five results, but you can use the Previous and Next buttons (F) to move between pages.
To see a list of documents attached to the Work Item, single-click on it. This highlights the Work Item and changes the documents visible in the Documents table (E). To open a Work Item, click the folder icon.
Documents Table
This table displays a list of documents attached to the highlighted Work Item (D). The list is limited to five results, but you can use the Previous and Next (F) buttons to move between pages.
The app highlights the first document in the list by default. To open a document, click on the folder icon. The document will open in a new tab.
Navigation Buttons
Click Previous and Next to navigate between the displayed results of either the Work Items (D) or Documents (E) table. Each list only displays 5 results.
Audience: Field Users
Functionality: Quick Start is a page in Docupace that allows you to access many convenient apps.
Related Pages
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Client Activity (ePACS) (Docupace Platform User Guides)
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Action Types (Docupace Platform User Guides)
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Field Settings Specific to Actions (Docupace Platform User Guides)