The "New" Menu
- Mercedes Rothwell
- Inese Auzina
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For any type of a new record you wish to create in the system (folders, subfolders, workflow requests, etc.), select the New menu. A long list of options may appear, as this is the way to add ANY type of a request in the system. Options will also depend on your user permissions.
Options
Some of the most common options under the New menu:
Starting Point
Start the account form step-by-step wizard to establish a new work item.
Upload File
Upload documents easily to Docupace from your hard drive.
Create Work Item
Start a new work item from scratch.
Client Folder
Creates a new client record.
Client Subfolder
Creates a new account for an existing client.
Client Documents
Add new documents with indexing.
Unindexed Documents
Add new unindexed documents.
Forms
Add a new form to the form library in Docupace.
Labels
Create labels for your form favorites.
Other Options
Other options available in the New menu:
Ad Review Documents
Advisor Office Documents
Advisor Office Folder
BD Accounting Document
BD Accounting Folder.
BD HR Folder
BD Personnel Documents
My Personal Documents
My Personal Folder
Office Account Folder
Office Accounting Documents
Office HR Documents
Office HR Folders
Securities Licensing Documents
Securities Licensing Folder
Securities Licensing Subfolder