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Overview
There are two ways to export data to Docupace:
sending data to the Client folder/subfolder or
using Quick Start.
Storing the data of 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 displays the Export account window. Select DOCUPACE (QUICK START). 
Select any additional account owners and click Export. 
Click Open Docupace Quick Start.  The system opens the Docupace Quick Start app. See the Quick Start Overview guide to learn how the Quick Start works.
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Audience: Financial Professionals and Assistants.
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Introduction: This guide describes how to use PreciseFP with Quick Start. |
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