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Changelog
Change History

Date

Change

December 2022

Initial Version.

info

Overview

Introduction: This guide describes how to use PreciseFP with Quick Start.

Audience: Financial Professionals and Assistants.

There are two ways to export data to Docupace:

using a

  • through the Docupace Quick Start.

Storing the data of new clients/prospects in Docupace

To export Client data through Quick Start:

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Log in to PreciseFP.

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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 a prospect from the Accounts list.

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Click the Export icon on the top navigation bar of the Account Details.

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The system

presents options on where to export Account/Files to. Select Docupace (Quick Start

displays the Export account window. Select DOCUPACE (QUICK START).

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Select any additional account owners

if required

and click Export.

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Click Open Docupace

Quickstart

Quick Start.

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The system opens the Docupace Quick Start

title screen

app.

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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.

Info

Introduction: This guide describes how to use PreciseFP with Quick Start.

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