- Created by Gints Vaskums , last modified on Jun 22, 2022
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Version History
Date | Change |
|---|---|
July 2022 | Initial Version |
| Version | Date | Comment |
|---|---|---|
| Current Version (v. 2) | Jun 22, 2022 13:38 | Gints Vaskums |
| v. 10 | Nov 29, 2024 14:40 | Inese Auzina |
| v. 9 | Mar 23, 2023 11:45 | Gints Vaskums |
| v. 8 | Jul 19, 2022 19:18 | Gints Vaskums |
| v. 7 | Jul 13, 2022 21:38 | Gints Vaskums |
| v. 6 | Jul 13, 2022 16:29 | Mercedes Rothwell |
| v. 5 | Jun 26, 2022 18:29 | Gints Vaskums |
| v. 4 | Jun 24, 2022 20:15 | Mercedes Rothwell |
| v. 3 | Jun 22, 2022 13:53 | Gints Vaskums |
| v. 2 | Jun 22, 2022 13:38 | Gints Vaskums |
| v. 1 | Jun 22, 2022 11:48 | Gints Vaskums |
Contents
Using the App
The Proposal-Existing App allows you to quickly open proposal(s) for a specific client.
Audience: Field Users
Functionality: Quick Start provides a way to complete common tasks in Docupace with only a few clicks.
Related Pages
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Page:
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Page:Wealthbox Integration (Docupace Platform User Guides)
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Page:Part 11. Add the Interface to a Menu Item (Docupace Platform User Guides)
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