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PreciseFP Document Storage

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Created by Gints Vaskums, last modified on Dec 09, 2022

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Changelog

Date	Change
December 2022	Initial Version.

Introduction: Docupace integrates with PreciseFP to store and retrieve Client documents.

Audience: PreciseFP Advisors.

Prerequisites:

Existing integration between PreciseFP and Docupace.
The client is a pre-existing Docupace client.

Overview

The PreciseFP and Docupace integration allows advisors to automatically store and retrieve standard documents in Docupace.

Storing the Documents of Clients/Prospects in Docupace

Related Pages

Page:
PreciseFP Integration (Docupace Platform User Guides)
- precise-fp
- integrations
Page:
PreciseFP - Send to Quick Start (Docupace Platform User Guides)
- precise-fp
- quick-start
Page:
Using the PreciseFP Integration (Docupace Platform User Guides)
Page:
PreciseFP Document Storage (Docupace Platform User Guides)
- precise-fp
- documents
Page:
Configuring the PreciseFP Integration (Docupace Platform User Guides)
- precise-fp
- configuration

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