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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/prospects in Docupace
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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.  See the Quick Start Overview guide to learn how the Quick Start works. |