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Audience: PreciseFP Advisors.
Prerequisites:
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Updating the data of clients/prospects in Docupace
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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:
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Select the category (1).
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Select the file to add.
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Click +Add More to attach more files.
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Click the red X icon on the right side of the document (4) to delete the attachment.
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To add a new documents section:
Select the category (1).
Click +Add More (2) to add a new section.
Click the V icon (3) to expand the section and fill out the fields in this section.
Click the red X icon on the right side of the section name (4) to delete the whole section.
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