Prerequisites:
PreciseFP and Docupace are already integrated.
The client is a pre-existing Docupace client.
Overview
The PreciseFP and Docupace integration allows the advisors to store standard documents according to the selected customer automatically in Docupace and retrieve them from Docupace.
Storing the data of new clients/prospects in Docupace
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.
The system offers to link the account to an existing record in Docupace or to click "Unlink" and choose the new record.
Adding and deleting documents and sections
Introduction: This guide describes the process of storing the documents to / and retrieving from Docupace.
Audience: PreciseFP Advisors.
Related Pages
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Using the PreciseFP Integration (Docupace Platform User Guides)
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