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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 |
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the account |
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will be held (also called Sponsor or Custodian). |
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Select a |
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State. Note: You may also select |
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No State Required. |
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Select a |
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Registration Type. |
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Tip: At every stage, the selections of the previous stage are visible under |
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Select an account service from the dropdown list.
Note: You may also select No Account Service Required.
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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. 
Select Account Options, if necessary. Then click Next. 
Proceed to Reviewing the Work Item Summary Screen. |