Introduction: You can use Starting Point to put together the forms you need for opening new accounts and maintenance activities. ETI Quick! Forms (partnering with Docupace) handles the form management. This guide describes how, as a rep, you can launch Starting Point.
Table of Contents
Audience: Financial Professionals
Functionality: Starting Point creates work items and combines PDF forms to add account documents to the system.
Related Pages
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Launching Docupace Starting Point from SmartOffice (Docupace Platform User Guides)
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Configuring Starting Point with the Forms Matrix (Docupace Platform User Guides)
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Using SmartOffice / Docupace Integration (Docupace Platform User Guides)