Creating New Records and Folders
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.