This video tutorial will show you how to use the new Document Store. The Document Store is a new shared directory in which documents can be created, shared and maintained within WealthWorks+.
The video will show you how to upload documents, sort them into folders and also download them when you need to access a document.
As the Document Store runs on the server and not locally on a user's computer, it cannot see the same folder structure that a user has. Unfortunately, it therefore does not allow you to link to documents within your existing folder structure, but instead will require a copy of the document to be moved into the Document Store.
The folder structure is currently added through Troika Administrator, not WealthWorks+. Within the Client tab in Troika Administrator, and the menu option Client Details - Edit, navigate to the Documents tab. Any existing document stores will be shown on the right, in the Store Filter field. To add further store options, select Write a Letter, then the Edit button to the right of the Store field. New entries can be added to the bottom of that Document Folder List displayed. Click Close to exit.