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Introduction: This page describes the steps within the wizard that creates a new account in Docupace. |
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When the clients for the account are selected, choose the various options associated with the account.
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Steps
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Previous selections appear in the right-side pane of the wizard.
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Note. The list of available options will depend on your Docupace site configuration and will differ from the screenshots. |
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Select the Vendor for the account. Note: Here, the Vendor refers to the financial institution where the account will be held (also called Sponsor or Custodian). |  | 2 | Select a state from the dropdown list
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Select a State.
Note: You may also select
No State Required.
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Select a
registration type from the drop-down listRegistration Type.
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Tip: At every stage, the selections of the previous stage are visible under |
Select an account service from the dropdown list.
Note: You may also select No Account Service Required.
Select an account option from the drop-down list.
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Tip: To skip this step, click on Next or Select None. |
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Select a Product Type.
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Select Account Options, if necessary. Then click Next.
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Proceed to Reviewing the Work Item Summary Screen.