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Creating New Records and Folders
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Creating New Records and Folders

Owned by Nataliia Plakhtii (Deactivated), created

Introduction: This guide provides information about adding new Сlients, Client Folders, Subfolders, and Documents.

Table of Contents

 

Change Log:

Date

Changes

July 2020

Provided documentation about adding a new Client.

October 2020

Provided documentation about adding new Clients, Client Folders, Subfolders, and Documents.

Audience: Advisors, who use the Docupace system to process Work Items for Client Accounts.

Functionality: By creating new Client Records and Folders, users are able to open accounts, perform maintenance, and associate other information with a specific Client. Client Subfolders are aimed at grouping together important data associated with specific Clients. Users can also store Client Documents within Client Records.

 

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