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Using Starting Point to Create Work Items for New Account Openings in Docupace
Using Starting Point to Create Work Items for New Account Openings in Docupace
- Mercedes Rothwell
- Inese Auzina
Owned by Mercedes Rothwell
Introduction: You can use the Starting Point app to put together the forms you need for opening new accounts and maintenance activities. This guide describes how, as a rep, you can launch Starting Point and create a new Work Item in Docupace. Once the Work Item is created, it goes through your company’s approval workflow and gets sent to the Back Office for processing. Other systems may be integrated with the Docupace API for a smooth New Account Opening (NAO) procedure.
Contents
Audience: Financial Professionals
Functionality: Starting Point creates work items and combines PDF forms to add account documents to the system.
Related Pages
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How to Setup the Redtail Integration (Docupace Platform User Guides)
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How to Send a Redtail Contact to Docupace (Docupace Platform User Guides)
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Performing Account Maintenance (Docupace Platform User Guides)
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Launching Docupace Starting Point from SmartOffice (Docupace Platform User Guides)
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Using SmartOffice / Docupace Integration (Docupace Platform User Guides)
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Configuring Starting Point with the Forms Matrix (Docupace Platform User Guides)
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About ChexSystems (Docupace Platform User Guides)
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