/
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

 

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.

Date

Change

Date

Change

March 2024

Updated for clarity and UI look & feel.

January 2023

Latest Starting Point updates.

Contents

Audience: Financial Professionals

Functionality: Starting Point creates work items and combines PDF forms to add account documents to the system.

Related Pages

 

© Docupace Technologies 2020 | Documentation Dashboard