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Backup Requests

Owned by Mercedes Rothwell, created
Last updated: Feb 12, 2024
5 min read

Date

Change

Date

Change

March 2023

Initial Version

Overview

Docupace can provide a copy of an Advisor's records. You can download these files securely and then manage them on your local device. Once you back up this data, it will not reflect changes made in the Docupace system. If you make changes in Docupace afterward, you will have to either manually change the files on your device, or request new copies.

Backup Request Process

This section describes the backup request process.

FAQ

General

Fill out the fillable PDF request form.

 

You can request backups for multiple advisors at one time. One user will gain access to the SFTP site and will have to download and distribute the data, which will be organized by Rep Code. Alternatively, you can place an individual request for each advisor, but this will be handled via separate projects, and agreements, and will incur separate costs.

You need to download the files before you can open them. The application that will open the file depends on the types of records in your system.

You have 30 days after the delivery date to download your data.

Data

FileZilla

Audience: Advisors and Broker-Dealers (BDs) interested in backing up their Docupace data.

Functionality: Docupace can back up Advisor data for download onto a local device.

 

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