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Introduction: This guide describes how to use PreciseFP with Quick Start. |
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Storing the data of new clients/prospects in Docupace
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Click the Export icon on the top navigation bar of the Account Details. 
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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.
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Introduction: This guide describes how to use PreciseFP with Quick Start. |
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