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Audience: PreciseFP Advisors.
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Introduction: Docupace integrates with PreciseFP to store and retrieve Client documents. |
Prerequisites:
Existing integration between PreciseFP and Docupace are already integrated.
The client is a pre-existing Docupace client.
Overview
The PreciseFP and Docupace integration allows the advisors to automatically store and retrieve standard documents according to the selected customer automatically in Docupace and retrieve them from Docupace.
Storing the Documents of
new clientsClients/
prospectsProspects in Docupace
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Log in to into PreciseFP. ![]()
Click on the Accounts icon on the left side of the screen.
Select Clients or Prospects. ![]()
Select a client or prospects from the Accounts Client accounts list.
Click In the Account details window, click the Profile icon on the top navigation bar of the Account Details. ![]()
The system opens the Profile Account profile section showing all details related to the chosen account including any files added previously per section related to them within the profile. To add a document, click inside the Document field of the selected section and select your document. (For more details, see Adding and deleting documents and sections.) Click the Export icon. ![]()
The system presents options on where to export Account/Files to. Select Docupace (Client Folder) to store the data to the Client Folder/all previously added files. Click the Export icon.
The system opens the Export account window. Select DOCUPACE (CLIENT FOLDER) to store the data in the Client Subfolder.
The system presents the option to choose Two options are available:
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 including any related filesaccount. ![]() |
Updating Document(s) of clients/prospects in Docupace
The process for updating the data of the existing clients/prospects is the same as described above, except for the last step.
The system offers to link the account to an existing record in Docupace or to click "Unlink" and choose the new record.
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Adding and deleting documents and sections
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Follow the steps 1 to 5 described in the previous section.
To attach a new document to the Documents section:
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To add a new documents section:
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Introduction: This guide describes the process of storing the documents to / and retrieving from Docupace. |
Option 2: The system links the account to the existing record in Docupace.
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