Field Mappings
- Gints Vaskums
Field Mappings
PreciseFP/Docupace Default Field Mappings
The following fields are mapped by default.
Mapping a new field
You can add a new unmapped field, e.g., SSN number.
Note: Only Administrators can map new fields.
Removing a mapping
You can exclude a field from being mapped between the two systems by removing the mapping.
Troubleshooting Tip: Fields with incorrect mapping will be highlighted in red, i.e. items that do not have a corresponding field either in Docupace or in PreciseFP. Make sure to remove these entries and, if necessary, replace them with correct mappings. Check all sections: Client Folders, Quick Start Contacts, Client Subfolders, and Documents.
Audience: Docupace and PreciseFP Administrators, Financial Professionals, and Advisors.
Related Pages:
Page:
PreciseFP - Send to Quick Start (Docupace Platform User Guides)
Page:
PreciseFP Document Storage (Docupace Platform User Guides)
Page:
PreciseFP Integration (Docupace Platform User Guides)
Page:
Configuring the PreciseFP Integration (Docupace Platform User Guides)
Page:
Using the PreciseFP Integration (Docupace Platform User Guides)