Introduction: This guide describes how to use PreciseFP with Quick Start.
Audience: Financial Professionals and Assistants.
Overview
There are two ways to export data to Docupace:
sending data to the Client folder/subfolder or
using a Quick Start.
Storing the data of new clients/prospects in Docupace
1
Log in to PreciseFP.
2
Click on the Accounts icon on the left side of the screen.
3
Select Clients or Prospects.
4
Select a client or prospects from the Accounts list.
5
Click the Export icon on the top navigation bar of the Account Details.
The system presents options on where to export Account/Files to. Select Docupace (Quick Start).