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Audience: PreciseFP Advisors.
Info |
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Introduction: |
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Audience: PreciseFP Advisors.
Prerequisites:
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Docupace integrates with PreciseFP to store and retrieve Client documents. |
Prerequisites:
Existing integration between PreciseFP and Docupace.
The client is a pre-existing Docupace client.
Overview
The PreciseFP and Docupace integration allows
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advisors to automatically store and retrieve standard documents
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in Docupace.
Storing the Documents of Clients/Prospects in Docupace
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Log |
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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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In the Account details window, click the Profile icon |
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.
The system opens |
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the Account profile section showing all details related to the chosen account including |
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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.
Rw step |
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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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Option 1: Select Create a new Record in Docupace and click Export. The system creates a new record in Docupace and exports |
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the selected account.
Option 2: The system links the account to the existing record in Docupace.
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