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Change History

Date

Change

December 2022

Initial Version.

Audience: PreciseFP Advisors.

Info

Introduction:

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Docupace integrates with PreciseFP to store and retrieve Client documents.

Prerequisites:

  • Existing integration between PreciseFP and Docupace

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  • .

  • The client is a pre-existing Docupace client.

Overview

The PreciseFP and Docupace integration allows

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advisors to automatically store and retrieve standard documents

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in

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Docupace.

Storing the

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Documents of

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Clients/

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Prospects in Docupace

Rw ui steps macro
Rw step

Log

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into PreciseFP.

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Rw step

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

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Client accounts list.

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In the Account details window, click the Profile icon

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.

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The system opens the

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Account profile section showing all details related to the chosen account including

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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

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opens the Export account window. Select DOCUPACE (CLIENT FOLDER) to store the data

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in the Client

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Subfolder.

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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

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  1. to update Client/Prospect account.

Option 1:

Select Create a new Record in Docupace and click Export.

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The system creates a new record in Docupace and exports the selected

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account.

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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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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Rw step

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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links the account to the existing record in Docupace.

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