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Updating the data of clients/prospects in Docupace

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Adding and deleting documents and sections

Rw ui steps macro
Rw step

Follow the steps 1 to 5 described in the previous section.

Rw step

To attach a new document to the Documents section:

  1. Select the category (1).

  2. Click inside the Documents area (2):

    1. The system opens a file browser window 

    2. Select the file to add. The system automatically adds the file to this section within PreciseFP and sends the file to Docupace under the same established ID with the subfolder(s) defined in Client Work Item.

  3. Click +Add More to attach more files.

  4. Click the red X icon on the right side of the document (4) to delete the attachment.

Rw step

To add a new documents section:

  1. Select the category (1).

  2. Click +Add More (2) to add a new section.

  3. Click the V icon (3) to expand the section and fill out the fields in this section. The system automatically adds the data of this section within PreciseFP and sends the file to Docupace under the same established ID with the subfolder(s) defined in Client Work Item.

  4. Click the red X icon on the right side of the section name (4) to delete the whole section.