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Introduction: This page describes the steps within the wizard that creates a new account in Docupace. |
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When the clients for the account are selected, choose the various options associated with the account. Previous selections appear in the right-side pane of the wizard.
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Note. The list of available options will depend on your Docupace site configuration and will differ from the screenshots. |
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Select the vendor you would like to usethe Vendor for the account. Note: Here, the Vendor refers to the financial institution where the account will be held (also called Sponsor or Custodian).  
Select a state from the dropdown listState. Note: You may also select No State Required.  
Select a registration type from the drop-down list.
 Registration Type. 
Select an account service from the dropdown list.Note: You may also select No Account Service Required.  a Product Type. 
Select an account option from the drop-down list.
 Account Options, if necessary. Then click Next. 
Proceed to Reviewing the Work Item Summary Screen. |