Using Starting Point, you can create accounts for new or existing clients. Tolaunch the Starting Point, click the Starting Pointlink from the Newdropdown menu.

_{Figure 1: Starting Point –Launching from Smart Office}

The following prompt appears.Click on the New Account icon.

_{Figure 2: Creating New Accounts}

After  selecting  the New  Account  icon, the  following  window  appears.Based  on  your  requirements, select New Client, Existing Client or Multiple Clients.

_{Figure3: Opening accounts for new or existing clients}

_{Figure 4: New Clients form}

On selectingNew  Clientthe  following window  appears.There  are differentsections  in  the  form–Details,Spouse, Rep, Primary Beneficiariesand Contingent Beneficiaries.

The section’s cardinality(the number of records present in the section)appears next to these links once you add records to the respective sections.

Note; All sectionsmarked with a red asterisk (*) are mandatory.All fields marked with(*)in these sections are mandatory.All other required fields for each Client Typeare listed in the table below (refer to the sub-table)

By  clicking  on  the  links  present  on  the  left  side  of  the  dashboard,  you  can  quickly  navigate  to therespectivesection in the form.

On selectingExisting  Client,the  following  screen  appears. Use  the  filter  parameterson  the  left  to search for a client. Click on the icon next to a parameterto select a filter condition

Figure 5: Searching for Existing Clients

In the above example, the begins withfilter condition on the last name (‘Kra’) results in two records. To choose a client account, click on its record row.On selecting an account, Docupace presents the user with a series of Account Wizardsteps.Learn more...

Step 1: Select the vendor you would like to use.Here, the Vendor refers to the financial institution where your account is held

Step2:Select a state from the drop-down list. Else, select No State Required.

Step3:Select aregistration type from the drop-down list. At every stage, the selections of the previous stage are visible underHistory.

Step4:Select an account service fromthe drop-down list. Else, select No Account ServiceRequired.

Step5:Select an account optionfrom the drop-down list. To skip this step, click on Nextor Select None.

After completing the Account Wizard steps,a summary screen opens. Review all the details entered for  accuracy.  Based  on the answers  provided  in  the Account  Wizard,  the  system presents  the  user with all the appropriate forms. You can add any additional forms available to the required set of forms:

1.To add additional forms, click Add Forms in the Required Forms section. Select one or more forms from the library.

2.To move  forms from the Optional  Forms section into the Required  Forms section, click on the Add button.

Alternatively, click Remove to move the forms back to the Optional Forms section.

A history of the answers you chose is included on the right hand side; you can click any of those items to go back and change your answers in the wizard if necessary.

After reviewing all the details, click on the Create Work Item button

_{Figure 6: Creating Work Items} 

Using Starting Point, you can create accounts for new or existing clients. Tolaunch the Starting Point, click the Starting Pointlink from the Newdropdown menu.

_{Figure 1: Starting Point –Launching from Smart Office}

The following prompt appears.Click on the New Account icon.

_{Figure 2: Creating New Accounts}

After  selecting  the New  Account  icon, the  following  window  appears.Based  on  your  requirements, select New Client, Existing Client or Multiple Clients.

_{Figure3: Opening accounts for new or existing clients}

_{Figure 4: New Clients form}

On selectingNew  Clientthe  following window  appears.There  are differentsections  in  the  form–Details,Spouse, Rep, Primary Beneficiariesand Contingent Beneficiaries.

The section’s cardinality(the number of records present in the section)appears next to these links once you add records to the respective sections.

Note; All sectionsmarked with a red asterisk (*) are mandatory.All fields marked with(*)in these sections are mandatory.All other required fields for each Client Typeare listed in the table below (refer to the sub-table)

By  clicking  on  the  links  present  on  the  left  side  of  the  dashboard,  you  can  quickly  navigate  to therespectivesection in the form.

On selectingExisting  Client,the  following  screen  appears. Use  the  filter  parameterson  the  left  to search for a client. Click on the icon next to a parameterto select a filter condition

Figure 5: Searching for Existing Clients

In the above example, the begins withfilter condition on the last name (‘Kra’) results in two records. To choose a client account, click on its record row.On selecting an account, Docupace presents the user with a series of Account Wizardsteps.Learn more...

Step 1: Select the vendor you would like to use.Here, the Vendor refers to the financial institution where your account is held

Step2:Select a state from the drop-down list. Else, select No State Required.

Step3:Select aregistration type from the drop-down list. At every stage, the selections of the previous stage are visible underHistory.

Step4:Select an account service fromthe drop-down list. Else, select No Account ServiceRequired.

Step5:Select an account optionfrom the drop-down list. To skip this step, click on Nextor Select None.

After completing the Account Wizard steps,a summary screen opens. Review all the details entered for  accuracy.  Based  on the answers  provided  in  the Account  Wizard,  the  system presents  the  user with all the appropriate forms. You can add any additional forms available to the required set of forms:

1.To add additional forms, click Add Forms in the Required Forms section. Select one or more forms from the library.

2.To move  forms from the Optional  Forms section into the Required  Forms section, click on the Add button.

Alternatively, click Remove to move the forms back to the Optional Forms section.

A history of the answers you chose is included on the right hand side; you can click any of those items to go back and change your answers in the wizard if necessary.

After reviewing all the details, click on the
Create Work Item
button