Adding a New Client/Client Folder
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.
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.