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 Changelog

Date

Change

December 2022

Initial Version.

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

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