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Introduction: This guide describes how to use PreciseFP with Quick Start. |
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Click on the Accounts icon on the left side of the screen. 
Select Clients or Prospects. 
Select a client or prospect from the Accounts list. 
Click the Export icon on the top navigation bar of the Account Details. |
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The system |
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Select any additional account owners |
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Click Open Docupace |
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Quick Start.  The system opens the Docupace Quick Start |
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See the Quick Start Overview guide to learn how the Quick Start works.
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Audience: Financial Professionals and Assistants.
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Introduction: This guide describes how to use PreciseFP with Quick Start. |
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