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Overview
PreciseFP is the leading data-gathering solution that comes equipped with a broad suite of tools. The PreciseFP integration allows users you to streamline their your data-gathering processes and become more efficient at engaging clients. The Docupace Platform improves efficiency and enhances the experience of advisors and investors. The integration of between both systems provides an opportunity to use the advantages of each system simultaneously.
Features:
Fully integrated Risk Tolerance and IPS solution
Surveys
Fact Finders
E-signatures
Smart Custodial Form Filling
Service Agreements
Lead Generation
KYC & Compliance
Integration Steps
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Log in to PreciseFP.
Click on the settings icon on the bottom left side of the screen.
Select the Integrations item.
Select the Docupace tile.
In the Integration Details window, copy the API credentials then click Enable this integration.
Open the Docupace site, expand the User Settings on the top right side of the screen, and click the Settings button.
In the User Profile section’s PreciseFP fieldpaste the API credentials, and click the Save button.
Go back to PreciseFP. Enter the Docupace site address and the Primary Rep code. Note: The Primary REP code MUST already exist in the Docupace site. If you don’t know your Rep code, please contact Docupace support. Click the Enable button. Verify if the integration is successful - Docupace tile displays the enabled checkbox. Note: If your Docupace account is part of a custom enterprise account the integration might not be available. Please contact Docupace support and request activation of the integration for your enterprise account. |
Field Mappings
PreciseFP/Docupace
default field mappingsDefault Field Mappings
The following fields are mapped by default.
Image RemovedClient Folder mappings:
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Quickstart mappings:
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Mapping a new field
You can add a new unmapped field, e.g., SSN number.
Note: Only Administrators can map new fields.
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Go to Settings > Integrations > Docupace.
In the Integration details window, click Integration mapper’s Open button.
In the Client/Co-client window, click the + button.
In the New field window, select the field from the list, and click the Save changes button. |
Removing a mapping
You can exclude a field from being mapped between the two systems , by removing the mapping.
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Troubleshooting Tip: Fields with erroneous incorrect mapping will be highlighted in red, i.e. items that do not have a corresponding field either in Docupace or in PreciseFP. Make sure to remove these entries and, if necessary, replace them with correct mappings. Check all sections: Client Folders, Quick Start Contacts, Client Subfolders, and Documents. |
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In the Integration details window, click the Integration mapper’s Open button.
In the Client/Co-client window, select the field you want to remove from the mapping.
In the Map field details window, click the Remove field button.
In the Remove field window, enter the password, and click the Proceed button. |
Audience: Docupace and PreciseFP Administrators, Financial Professionals, and Advisors.
Info |
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Introduction Docupace supports integration with PreciseFP, offering the capability to import and export data. This guide will walk you through the steps on how to configure this integration. |
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