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Introduction: This guide describes the process of storing the documents and retrieving them from Docupace.

Audience: PreciseFP Advisors.

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title
Changelog
Change History

Date

Change

December 2022

Initial Version.

Audience: PreciseFP Advisors.

Info

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 clients

Clients/

prospects

Prospects in Docupace

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Log in to 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 Accounts Client accounts list.

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Click In the Account details window, click the Profile icon on the top navigation bar of the Account Details.

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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.

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all previously added files.

Click the Export icon.

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Tip

For more details about the Account profile section, see https://help.precisefp.com/en/articles/2362238-account-profile

For more details about how to upload documents, see https://help.precisefp.com/en/articles/434997-document-upload-elements

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The system presents options on where to export Account/Files to. Select Docupace (Client Folderopens the Export account window. Select DOCUPACE (CLIENT FOLDER) to store the data to in the Client Folder/ Subfolder.

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The system presents the option to choose

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

or to create a new record in Docupace.

  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 including any related filesaccount.

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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.

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To attach a new document to the Documents section:

  1. Select the category (1).

  2. Click inside the Documents area (2):

    1. The system opens a file browser window 

    2. Select the file to upload. The system automatically adds the file to this section within PreciseFP and sends the file to Docupace under the same established ID with the subfolder(s) defined in Client Work Item.

  3. Click +Add More to attach more files.

  4. [OPTIONAL] Click the red X icon on the right side of document (4) to delete the attachment.

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To add a new documents section:

  1. Select the category (1).

  2. Click +Add More (2) to add a new section.

  3. Click the v icon (3) to expand the section and fill out the fields in this section. The system automatically adds the data of this section within PreciseFP and sends the file to Docupace under the same established ID with the subfolder(s) defined in Client Work Item.

  4. Click the red x icon on the right side of the section name (4) to delete the whole section.

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Option 2:

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

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