You must then select When the clients for the account are selected, choose the various options associated with the account. Previous selections appear in the right-side pane of the wizard.
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Note. The list of available options will depend on your Docupace site configuration and will differ from the screenshots. |
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Select the vendor you would like to usethe Vendor for the account. Note: Here, the Vendor refers to the financial institution where the account will be held.  
Select a state from the dropdown list. Note: You may also select No State Required.  
Select a registration type from the drop-down list.
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Select
an account service from the dropdown list.Note: You may also select No Account Service Required.
a Product Type.
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Select
an account option from the drop-down list.| Tip |
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Tip: To skip this step, click on Next or Select None. |
Account Options, if necessary. Then click Next.
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Proceed to Reviewing and Creating a Work Item.