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Quick Start Overview
Quick Start Overview
- Mercedes Rothwell
- Inese Auzina
- Gints Vaskums
Owned by Mercedes Rothwell
What is Quick Start?
Quick Start is a page in Docupace that allows you to access many convenient apps. These apps speed up the process of completing common tasks in the system. The available apps can vary depending on your site’s configuration.
Tip: If you see an app module in this guide that you don't have access to, contact your system admin for help.
Quick Start has five distinct sections.
Overview
Work Item Status
Client Information
Request New Transaction
Manage Documents
Audience: Field Users
Functionality: Quick Start is a page in Docupace that allows you to access many convenient apps.
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Wealthbox Integration (Docupace Platform User Guides)
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Part 11. Add the Interface to a Menu Item (Docupace Platform User Guides)
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, multiple selections available,
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