Adding Estate Planning Documents
AdvisorEngine CRM allows you to store estate planning information in one location. Navigate to the Financials > Estate Planning section of a Record to see a Grid of existing Estate documentation.
You can add Estate documentation by clicking the
Click on a row to view details of existing Estate documentation. Click
to modify information.
Use the and Delete controls to make any necessary modifications.
or buttons or the Edit
Click when complete.
In addition to storing documents created within the system, AdvisorEngine CRM can also store documents uploaded to a Record for archiving and future reference. Documents must be associated with a Record and therefore stored in a Record’s folder ...
ClientView: Uploading Documents in Bulk
To upload multiple files into the ClientView Document Center, the app supports a “bulk upload” mechanism to quickly get a group of files into the system and sorted into the appropriate Client’s Document Center. Overview of Bulk Upload This feature ...
The Documents features of AdvisorEngine CRM allow you to store any files that are needed and relevant to a particular Record. This could include all correspondence history, important forms, or anything else you find necessary. Note: The help ...
Linking Documents to Actions
AdvisorEngine CRM gives you the ability to link Documents to Actions. When viewing the Action, the Document will be referenced and may be opened directly from the Action once it is linked. When linking a Document to an Action, you have the option of ...
New User Module 3-3: Documents and Correspondence
Documents Overview Learn about document storage in AE CRM. Documents Overview Adding Documents Learn how to get documents into a Record. Uploading Documents Creating New Documents Managing Documents and Folders Learn how to maintain your document ...