Opening New Accounts
- Mercedes Rothwell
- Inese Auzina
Introduction: This page describes how, as a rep, you can open new accounts through the Docupace Starting Point.
You can create new accounts by following the steps below:
New Client
Select the New Client option if you are sure there is no information about this client in the Docupace system yet. This will create a new Client Folder in Docupace.
Note: The list of fields and sections will depend on your Docupace site configuration and may differ from this screenshot.
Note: It is mandatory to select a Rep for the Client, however, in most cases the system will automatically select the Rep that is assigned to your user profile.
Fill out Client Details, then click Save in the top toolbar:
Fields | Description |
|---|---|
Client Type | Select the client type from the dropdown. Below is a list of fields required when you select a particular type:
|
Client Status | Select a status from the following options:
|
Business Type | Select a business type from one of the following options:
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Rep | Add one or more reps’ to this section. Click on the Add button. A table containing the existing reps’ records appears. Select the corresponding rep(s). |
Legal Address | Enter the Client’s legal address. |
Mailing Address | Enter the Client’s mailing address. |
Government ID | Enter the Client’s government-issued ID number. |
Employer Information | Enter current employer information. |
Linked Clients (Spouse, Authorized Individuals, Trustees) | Add connected Client Folders. Click on the Add button and select an existing Client Folder or create a new record. |
Primary Beneficiaries | Add the primary beneficiaries of the client. |
Contingent Beneficiaries | Add the secondary beneficiaries. |
Existing Client
Select Existing Client to search for a Client Folder already created in Docupace. You can narrow down the results by using the search filters on the left side of the page.
Find the Client and click on the corresponding record in the list.
Multiple Clients
Select Multiple Clients if the account will have several owners. You will be able to either select existing clients or create new ones.
Click the New Client button, if you are sure there is no information about this client in the Docupace system yet. This will create a new Client Folder in Docupace.
Click Existing Client to search for a Client Folder already created in Docupace. You can narrow down the results by using the search filters on the left side of the page. Select checkboxes next to corresponding client records and click Select.
The system lists the new account owners. You can add more owners if necessary. Click Complete to complete this step.
Selecting New Account Options
When the clients for the account are selected, choose the various options associated with the account. Previous selections appear in the right-side pane of the wizard.