PreciseFP Document Storage
- Gints Vaskums
- Reviewer
- Mercedes Rothwell
Owned by Gints Vaskums
Audience: PreciseFP Advisors.
Introduction: Docupace integrates with PreciseFP to store and retrieve Client documents.
Prerequisites:
Existing integration between PreciseFP and Docupace.
The client is a pre-existing Docupace client.
Overview
The PreciseFP and Docupace integration allows advisors to automatically store and retrieve standard documents in Docupace.
Storing the Documents of Clients/Prospects in Docupace