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Introduction : You can use Starting Point to put together the forms you need for opening new accounts and maintenance activities. ETI Quick! Forms (partnering with Docupace) handles the form management. This guide describes how, as a rep, you can launch Starting Point. |
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Table of Contents
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Change Log
in the system
Audience: Financial Professionals
Date
Changes
April 2020
Added information about Starting Point
Audience: Docupace users
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Functionality: Starting Point creates work items and combines PDF forms to add account documents |
to the system. |
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