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Audience: PreciseFP Advisors.
Prerequisites:
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into PreciseFP.
Click on the Accounts icon on the left side of the screen.
Select Clients or Prospects.
Select a client or prospects from the |
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Client accounts list.
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The system opens |
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| Rw step |
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Clicks the Export icon. The system presents options on where to Export Account/Files to.
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all previously added files. Click the Export icon.
The system opens the Export account window. Select DOCUPACE (CLIENT FOLDER) to store the data |
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in the Client Subfolder.
Two options are available:
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the selected account.
Option 2: The system links the account to the existing record in Docupace.
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