- Created by Gints Vaskums , last modified on Jun 22, 2022
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Version History
Date | Change |
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July 2022 | Initial Version |
Version | Date | Comment |
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Current Version (v. 4) | Jun 22, 2022 13:52 | Gints Vaskums |
v. 12 | Jan 17, 2025 14:55 | Inese Auzina |
v. 11 | Nov 29, 2024 15:14 | Inese Auzina |
v. 10 | Mar 23, 2023 11:43 | Gints Vaskums |
v. 9 | Jul 13, 2022 16:23 | Mercedes Rothwell |
v. 8 | Jun 28, 2022 15:25 | Gints Vaskums |
v. 7 | Jun 26, 2022 18:29 | Gints Vaskums |
v. 6 | Jun 26, 2022 18:28 | Gints Vaskums |
v. 5 | Jun 24, 2022 20:15 | Mercedes Rothwell |
v. 4 | Jun 22, 2022 13:52 | Gints Vaskums |
v. 3 | Jun 22, 2022 11:46 | Gints Vaskums |
v. 2 | Jun 22, 2022 11:45 | Gints Vaskums |
v. 1 | Jun 22, 2022 11:27 | Gints Vaskums |
Contents
Using the App
The Proposal-New App allows you to quickly create a new proposal 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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