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Date

Change

December 2022

Initial Version.

Prerequisites:

  • PreciseFP and Docupace are already integrated.

  • The client is a pre-existing Docupace client.

Overview

The PreciseFP and Docupace integration allows the advisors to store standard documents according to the selected customer automatically in Docupace and retrieve them from Docupace.

Storing the Documents of new clients/prospects in Docupace

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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 prospects from the Accounts list.

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

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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.

To add a document, click inside the Document field of the selected section and select your document. (For more details, see Adding and deleting documents and sections.)

Click the Export icon.

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

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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.

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

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Updating Document(s) of clients/prospects in Docupace

The process for updating the data of the existing clients/prospects is the same as described above, except for the last step.

The system offers to link the account to an existing record in Docupace or to click "Unlink " and choose the new record.

Adding and deleting documents and sections

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

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

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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 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 x icon on the right side of the section name (4) to delete the whole section.

Info

Introduction: This guide describes the process of storing the documents to / and retrieving from Docupace.

Audience: PreciseFP Advisors.

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