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| Rw ui steps macro | ||||||||
|---|---|---|---|---|---|---|---|---|
Log in to PreciseFP. 
Click on the Accounts icon on the left side of the screen. 
Select Clients or Prospects. 
Select a client or prospect from the Accounts list. 
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). 
Select additional account owners if required and click Export. 
Click Open Docupace Quickstart.  The system opens the Docupace Quick Start title screen.  |