Introduction: This guide describes how to use PreciseFP with Quick Start.
Audience: Financial Professionals and Assistants.
Overview
There are two ways to export data to Docupace:
sending data to the Client folder/subfolder or
using a Quick Start.
Storing the data of new clients/prospects in Docupace
The system presents options on where to export Account/Files to. Select Docupace (Quick Start).