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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.
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Steps
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Pictures
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Select the vendor you would like to use.
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Tip: You can view the selections you have made so far under the History section. |
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Select a state from the dropdown list.
Tip: You may also select No State Required.
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Select an account option from the dropdown list.
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Tip: To skip this step, click on Next or Select None. |
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Select an account service from the dropdown list. Otherwise, select No Account Service Required.
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Select the vendor you would like to use.
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Tip: Vendor refers to the financial institution where your account is held. |
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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. |