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Storing the data of new clients/prospects in Docupace
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| Rw ui steps macro | |
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Log in to PreciseFP. |
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Click on the Accounts icon on the left side of the screen. |
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Select Clients or Prospects. |
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Select a client or |
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prospect from the Accounts list. |
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Click the Export icon on the top navigation bar of the Account Details. |
The system presents options on where to export Account/Files to. Select Docupace (Quick Start).
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