Page Comparison

Log in to PreciseFP.

Click on the Accounts icon on the left side of the screen.

Select Clients or Prospects.

Select a client or prospects from the Accounts list.

Click the Profile icon on the top navigation bar of the Account Details.

The system opens the Profile section showing all details related to the chosen account including any files added previously per section related to them within the profile. Click the Export icon.

The system presents options on where to export Account/Files to. Select Docupace (Client Folder) to store the data to the Client Folder/Subfolder.

The system presents the option to choose an existing record to import or to create a new record in Docupace. Select Create a new Record in Docupace and click Export.

Image Added

The system creates a new record in Docupace and exports the selected Account including any related files.

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

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.

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.