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Audience: Financial Professionals and Assistants.
Overview
There are two ways to export data to Docupace:
sending data to the Client folder/subfolder or
using
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Quick Start.
Storing the data of
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Clients/
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Prospects in Docupace
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Rw ui steps macro | |
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Log in to PreciseFP. |
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Click on the Accounts icon on the left side of the screen. |
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Select Clients or Prospects. |
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Select a client or |
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prospect from the Accounts list. |
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Click the Export icon on the top navigation bar of the Account Details. |
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The system displays the Export account window. Select DOCUPACE (QUICK START). ![]()
Select any additional account owners and click Export. ![]()
Click Open Docupace Quick Start. ![]() The system opens the Docupace Quick Start app. See the Quick Start Overview guide to learn how the Quick Start works.
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Audience: Financial Professionals and Assistants.
Info |
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Introduction: This guide describes how to use PreciseFP with Quick Start. |
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