Introduction: You can use Starting Point to put together the forms you need for opening new accounts and maintenance activities. This guide describes how, as a rep, you can launch Starting Point and create a new Work item in Docupace.
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)