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Introduction: This page describes the steps within the wizard that creates a new account in Docupace. |
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Date | Change |
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March 2024 | Updated for clarity and UI look & feel. | January 2020 | Latest Starting Point updates. |
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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 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. Note: You may also select No State Required.  Select a Registration Type.  Select a Product Type.  Select Account Options, if necessary. Then click Next.  Proceed to Reviewing the Work Item Summary Screen. |
