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 Changelog

Date

Change

December 2022

Initial Version.

Introduction: This guide describes the process of storing the documents to / and retrieving from Docupace.

Audience: PreciseFP Advisors.

Prerequisites:

  • PreciseFP and Docupace are already integrated.

  • The client is a pre-existing Docupace client.

Overview

The PreciseFP and Docupace integration allows the advisors to store standard documents according to the selected customer automatically in Docupace and retrieve them from Docupace.

Storing the data of new clients/prospects in Docupace

Updating the data of clients/prospects in Docupace

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