Adding a Subfolder
- Mercedes Rothwell
Introduction: The guide provides instructions on how to add client subfolders manually and via Starting Point.
Table of Contents
Change Log:
Date | Change |
|---|---|
July 2020 | Created user guide for adding subfolders |
Audience: Advisors, who use the Docupace system to add new client accounts.
Functionality: Subfolders group together related forms and other important data associated with specific clients.
There are two ways to add a Subfolder to a Client Record.
You can enter the information for the new account by manually adding a new folder
You can utilize Starting Point, our account wizard, which will open the account for you with the forms required for that particular account.
Important Note: When a new client is created in the system, a general subfolder is automatically generated.
Adding a Subfolder Manually
Adding a Subfolder via Starting Point
You can create a new subfolder by completing the Starting Point Wizard. For more information, please visit the Starting Point Overview guide.
Opening the Subfolder
When you return to the client record, whichever way you add a new Subfolder (either Manually or via Starting Point) you will now have a Subfolder included in your client record.