Adding a New Client
- Mercedes Rothwell
Introduction: This guide provides information about 3 methods of adding new clients to the Docupace system.
Change Log:
Date | Change |
|---|---|
July 2020 | provided documentation for adding a new client |
Audience: Advisors, who use the Docupace system to process Work Items for Client Accounts.
Functionality: By creating Client Folders, users are able to open accounts, perform maintenance, and associate other information with a specific client.
Methods of Adding a Client
Method 1: Via CRM Integration
You can add clients to Docupace by using CRMs such as Redtail or SmartOffice if your firm’s site is set to integrate with it. For more information on integrations, visit the Integration user guides.
Method 2: Via Retrieve
Click on Retrieve, then Client. Once on the Client folder page, click New Client Folder.
Method 3: Via New
Click New, then Client Folder.
Creating a New Client Folder
Fill in the client details. Certain fields, such as SSN are required to complete work items. However, in order to create the folder, you only need the Client Type, Client Status, and Business Type.
The left navigation menu allows you to add additional information such as Related Individuals or Contingent Beneficiary.
Before you can save the client folder, you must assign a Rep.
Rep Code: This ties the client to the correct Rep(s) going forward throughout the Workflow process.
Searching for a Client
You can now search for the client you just added by navigating to Retrieve>Client. Perform a search as you normally would by entering the Client's SSN, Last Name, etc. Your search results should show the client that you added. You are now able to add new accounts, upload documents, or complete any function needed within Docupace for your Client.