...
...
Audience: PreciseFP Advisors.
Prerequisites:
...
...
...
...
...
...
...
...
into PreciseFP.
Click on the Accounts icon on the left side of the screen.
Select Clients or Prospects. |
...
Select a client or prospects from the |
...
Client accounts list.
|
...
...
...
The system opens the |
...
...
[OPTIONAL] To add a document, click inside the Document field of the selected section and select your document. (For more details, see Adding and deleting documents and sections.)
Click the Export icon.
...
all previously added files. Click the Export icon.
The system |
...
...
...
...
|
...
...
...
...
Updating the data of clients/prospects in Docupace
The process for updating the data of the existing clients/prospects is the same as described above, except for the last step.
...
Option 2: The system links the account to the existing record in Docupace.
|
...
Adding and deleting documents and sections
...
| Rw step |
|---|
Follow the steps 1 to 5 described in the previous section.
| Rw step |
|---|
To attach a new document to the Documents section:
Select the category (1).
Click inside the Documents area (2):
The system opens a file browser window
Select the file to add. The system automatically adds the file to this section within PreciseFP and sends the file to Docupace under the same established ID with the subfolder(s) defined in Client Work Item.
Click +Add More to attach more files.
Click the red X icon on the right side of the document (4) to delete the attachment.
...
| Rw step |
|---|
To add a new documents section:
Select the category (1).
Click +Add More (2) to add a new section.
Click the V icon (3) to expand the section and fill out the fields in this section. The system automatically adds the data of this section within PreciseFP and sends the file to Docupace under the same established ID with the subfolder(s) defined in Client Work Item.
Click the red X icon on the right side of the section name (4) to delete the whole section.
...