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into PreciseFP.
Click on the Accounts icon on the left side of the screen.
Select Clients or Prospects. |
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Select a client or prospects from the |
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Client accounts list.
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The system opens the |
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all previously added files. Click the Export icon.
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Updating the data of clients/prospects in Docupace
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| Rw step |
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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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Option 2: The system |
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Select the file to add. 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.
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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. 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.
Click the red X icon on the right side of the section name (4) to delete the whole section.
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links the account to the existing record in Docupace.
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| Filter by label (Content by label) | ||||||
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