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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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Select the 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 stateState. Note: You may also select No State Required. 
Select a registration typeRegistration Type. 
Select a Product Type. 
Select Account Options, if necessary. Then click Next. 
Proceed to Reviewing and Creating a the Work Item Summary Screen. |