Using Starting Point, you can create accounts for new or existing clients. Tolaunch To launch the Starting Point, click the Starting Pointlink Point link from the Newdropdown New dropdown menu.

_{Figure 1: Starting Point –Launching from Smart Office}

The following prompt appears.Click on the New Account icon.

_{Figure 2: Creating New Accounts}

After  selecting  the New  Account  icon, the  following  window  appears.Based  on  your  After selecting the New Account icon, the window shown in Figure 3 appears. Based on your requirements, select New Client, Existing Client or Multiple Clients.

_{Figure 3: Opening accounts for new or existing clients}

_{Figure 4: New Clients form}

When you selectNew  Clientthe  following window  select New Client the following window appears.There  are differentsections  in  the  form–DetailsThere are different sections in the form– Details, Spouse, Rep, Primary Beneficiariesand Beneficiaries, and Contingent Beneficiaries.

The section’s cardinality(the number of records present in the section)appears next to these links once you add records to the respective sections.

Note; All sectionsmarked with a red asterisk (*) are mandatory.All fields marked with(*)in these sections are mandatory.All other required fields for each Client Typeare listed in the table below (refer to the sub-table)

By  clicking  on  the  links  present  on  the  left  side  of  the  dashboard,  you  can  quickly  navigate  By clicking on the links present on the left side of the dashboard, you can quickly navigate to therespectivesection in the form.

When you select Existing  Existing Client, the  following  screen  the following screen appears. Use  the  filter  parameters on  the  left  Use the filter parameters on the left to search for a client. Click on the icon next to a parameterto select a filter condition. In the above example, the begins withfilter condition on the last name (‘Kra’) results in two records. To choose a client account, click on its record row.When you select an account, Docupace presents the user with a series of Account Wizardsteps.Learn more...

_{Figure 5: Searching for Existing Clients}

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_{Figure 6: Selecting the Vendor}

Step 1: Select the vendor you would like to use.

Here, the Vendor refers to the financial institution where your account is held

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_{Figure 7: Selecting the State}

Step 2: Select a state from the drop-down list. Else, select No State Required.

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_{Figure 8: Selecting a New Registration Type}

Step 3: Select aregistration type from the drop-down list.

At every stage, the selections of the previous stage are visible underHistory.

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_{Figure 9: Selecting the Account Services}

Step 4: Select an account service fromthe drop-down list. Else, select No Account ServiceRequired.

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_{Figure 10: Selecting the Account Option}

Step 5:Select an account option from the drop-down list. To skip this step, click on Nextor Select None.

When you select Existing  Client, the  following  screen  appears. Use  the  filter  parameterson  the  left  to search for a client. Click on the icon next to a parameterto select a filter condition

Figure 5: Searching for Existing Clients

After completing the Account Wizard steps,a summary screen opens. Review all the details entered for  for accuracy.   Based  on the answers  provided  in  the Account  Wizard,  the  system presents  the  user with all the appropriate forms. You can add any additional forms available to the required set of forms:

1.To add additional forms, click Add Forms in the Required Forms section. Select one or more forms from the library.

2.To move  forms from the Optional  Forms section into the Required  Forms section, click on the Add button.

Alternatively, click Remove to move the forms back to the Optional Forms section.

A history of the answers you chose is included on the right hand side; you can click any of those items to go back and change your answers in the wizard if necessary.

After reviewing all the details, click on the Create Work Item button

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_{Figure 11: Creating Work Items} 

After completing the Account Wizard steps,a summary screen opens. Review all the details entered for  accuracy.  Based  on the answers  provided  in  the Account  Wizard,  the  system presents  the  user with Based on the answers provided in the Account Wizard, the system presents the user with all the appropriate forms. You can add any additional forms available to the required set of forms:

1.To add additional forms, click Add Forms in the Required Forms section. Select one or more forms from the library.

2.To move  move forms from the Optional  Optional Forms section into the Required  Required Forms section, click on the Add button.

Alternatively, click Remove to move the forms back to the Optional Forms section.

A history of the answers you chose is included on the right hand side; you can click any of those items to go back and change your answers in the wizard if necessary.

Note: After reviewing all the details, click on the
Create Work Item buttonbutton

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_{Figure 611: Creating Work ItemsItems}