| Info |
|---|
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 and create a new Work item in Docupace. |
| Expand | |||||
|---|---|---|---|---|---|
| |||||
|
Table of Contents
| Rw ui children |
|---|
Audience: Financial Professionals
| Info |
|---|
Functionality: Starting Point creates work items and combines PDF forms to add account documents to the system. |
| Filter by label (Content by label) | ||||||
|---|---|---|---|---|---|---|
|