Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 12 Next »

 Change History

Date

Change

December 2022

Initial Version.

Overview

There are two ways to export data to Docupace:

  • sending data to the Client folder/subfolder or

  • using Quick Start.

Storing the data of Clients/Prospects in Docupace

Audience: Financial Professionals and Assistants.

Introduction: This guide describes how to use PreciseFP with Quick Start.

Related Pages

  • No labels