Additional troubleshooting notes for removing mappings.
November 2022
Provided documentation about PreciseFP and Docupace integration.
Overview
PreciseFP is the leading data gathering solution that comes equipped with a broad suite of tools. The PreciseFP integration allows users to streamline their data-gathering processes and become more efficient at engaging clients. The Docupace Platform improves efficiency and enhances the experience of advisors and investors. The integration of both systems provides an opportunity to use the advantages of each system simultaneously.
Features:
Fully integrated Risk Tolerance and IPS solution
Surveys
Fact Finders
E-signatures
Smart Custodial Form Filling
Service Agreements
Lead Generation
KYC & Compliance
Integration Steps
Field Mappings
PreciseFP/Docupace default field mappings
The following fields are mapped by default.
Mapping a new field
You can add a new unmapped field, e.g., SSN number.
Note: Only Administrators can map new fields.
Removing a mapping
You can exclude a field from being mapped between the two systems, by removing the mapping.
Troubleshooting Tip: Fields with erroneous mapping will be highlighted in red, i.e. items that do not have a corresponding field in Docupace or in PreciseFP. Make sure to remove these entries and, if necessary, replace them with correct mappings. Check all sections: Client Folders, Quick Start Contacts, Client Subfolders, and Documents.
Audience: Docupace and PreciseFP Administrators, Financial Professionals, and Advisors.
Introduction
Docupace supports integration with PreciseFP, offering the capability to import and export data. This guide will walk you through the steps on how to configure this integration.