Introduction: This guide explains what changes you will experience in Wealthbox when you have the Wealthbox integration enabled.

Date	Changes

Date

Changes

December 2021

Initial version

June 2022

Updated Mapping Information and changed formatting.

November 2022

Added information on the following topics:

Send to Starting Point or Quick Start

By sending Contact data to Starting Point, users can create new Docupace Work Items directly from Wealthbox.

Note: Newer versions of Docupace may have the Quick Start wizard set up to be used instead of the Starting Point.

Send to Client Folder

When sending Contact data from Wealthbox, the Docupace system will create a new Client Folder unless:

In these cases, the system will update the existing Docupace Client Folder with information from Wealthbox.

Audience: Field Users