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Docupace Options
Dashboard
Client Folder
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The first screen you may see is going to prompt you to choose a Rep Code for the Client you are adding. It is a requirement in Docupace to link a Rep to a Client, this update makes the process seamless. | Starting Point |
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Choose the Rep that should be associated with the client you added from Redtail, then you will be taken to the next step in the questionnaire.
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After completing the questionnaire, the system will provide you with the necessary forms. You can then fill out the forms and send them for signing, supervision, and processing.