How to Manage Client Documents

Owned by Mercedes Rothwell, created

Last updated: Nov 22, 2021

3 min read

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Introduction: This guide describes how to view, print, and manage client documents.

Table of Contents

1 How to Find Client Documents
- 1.1 View Client Documents Tile
- 1.2 Add/Manage Client Folders Tile
2 How to Print a Document

Change Log:

Date	Changes

Date	Changes
Sep 2020	Comprehensive documentation about accessing client documents in the document management platform.

Audience: Financial professionals who need to access documents in Docupace.

Functionality: You can view, print, and manage client documents.

How to Find Client Documents

View Client Documents Tile

Add/Manage Client Folders Tile

How to Print a Document

You may print a document by locating the print button.

You can click the Printer icon in the document viewer.
You can hover over a document in the search results and click the PDF icon.

Attention: You can only preview PDF documents using the Document Viewer.

Note: Clicking Print opens the default program on your device for that type of file.

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