into PreciseFP.

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

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Select Clients or Prospects.

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Select a client or prospects from the

Client accounts list.

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In the Account details window, click the Profile icon

.

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The system opens the

Account profile section showing all details related to the chosen account including

all previously added files.

Click the Export icon.

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The system

opens the Export account window. Select DOCUPACE (CLIENT FOLDER) to store the data

in the Client

Subfolder

.

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Two options are available:

1. Create a new record in Docupace, if Client/Prospect does not exist in Docupace or

2. Select an existing record to import

1. to update Client/Prospect account.

Option 1:

Select Create a new Record in Docupace and click Export.

The system creates a new record in Docupace and exports

the selected account.

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Option 2:

The system links the account to the existing record in Docupace.

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