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Date
Change
December 2022
Initial Version.
Audience: PreciseFP Advisors.
Introduction: Docupace integrates with PreciseFP to store and retrieve Client documents.
Existing integration between PreciseFP and Docupace.
The client is a pre-existing Docupace client.
The PreciseFP and Docupace integration allows advisors to automatically store and retrieve standard documents in Docupace.
