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Table of Contents
Expand
title
Changelog
Change History

Date

Change

December 2022

Initial Version.

Info

Introduction: This guide describes how to use PreciseFP with Quick Start.

Audience: Financial Professionals and Assistants.

Overview

There are two ways to export data to Docupace:

  • sending data to the Client folder/subfolder or

  • using

a

  • Quick Start.

Storing the data of

new clients

Clients/

prospects

Prospects in Docupace

Rw ui steps macro
Rw step

Log in to PreciseFP.

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Rw step

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

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Rw step

Select Clients or Prospects.

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Rw step

Select a client or prospect from the Accounts list.

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Rw step

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

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Rw step

The system

presents options on where to export Account/Files to. Select Docupace (Quick Start

displays the Export account window. Select DOCUPACE (QUICK START).

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Rw step

Select any additional account owners

if required

and click Export.

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Click Open Docupace

Quickstart

Quick Start.

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The system opens the Docupace Quick Start

title screen

app.

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See the Quick Start Overview guide to learn how the Quick Start works.

Audience: Financial Professionals and Assistants.

Info

Introduction: This guide describes how to use PreciseFP with Quick Start.