What is a Client Folder?

When you create a new Client Record in Docupace, the system creates a Client Folder. The Client Folder contains Client Subfolders, which can store information about the related individuals. With help of Client Folders and Subfolders, users are able to:

• Organize related information all in the same place

• Pre-populate data on forms

• Change recipients for signature fields

• Auto-complete fields via Blue Arrows

Adding a New Client Record

There are three methods for adding a new Client: via CRM Integration, Retrieve, and New.

Method 1: Via CRM Integration

You can add clients to Docupace by using a CRM (Retail, SmartOffice, etc.) if your firm’s site is set up to integrate with one.

For more information on integrations, view the Integration user guides.

Open

Method 2: Via Retrieve

Add clients to Docupace by Retrieve > Client:

Method 3: Via New

Add clients to Docupace by New > Client Folder:

Adding a New Client Folder

To add a new Client Folder, perform the following actions:

A new Client Folder is now successfully created. You can now add a Client Subfolder.

For more information about how to add a Client Subfolder, view Creating a Client Subfolder.