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Introduction: This page describes the steps within the wizard that creates a new account in Docupace.

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title	Version History

Date	Change
March 2024	Updated for clarity and UI look & feel.
January 2020	Latest Starting Point updates.

When the clients for the account are selected, choose the various options associated with the account. Previous selections appear in the right-side pane of the wizard.

Select the vendor you would like to use

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title	Step-By-Step

Steps

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1

Info

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

your

the account

is held

will be held (also called Sponsor or Custodian).

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Select a

state from the dropdown list

State.

Note: You may also select

No

No State Required.

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Select a

registration type from the drop-down list

Registration Type.

Tip
Tip: At every stage, the selections of the previous stage are visible under

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4

Select an account service from the dropdown list.

Note: You may also select No Account Service Required.

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5

Select an account option from the drop-down list.

Tip
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.

Versions Compared

Old Version 6

New Version Current

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