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Change History

Date

Change

December 2022

Initial Version

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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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Rw step

Click on the Accounts icon on the left side of the screen.

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Rw step

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).

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Select any additional account owners and click Export.

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Click Open Docupace Quick Start.

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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

Introduction: This guide describes how to use PreciseFP with Quick Start.

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