Introduction: This guide describes the process of storing the documents to / and retrieving from Docupace.
Audience: PreciseFP Advisors.
Prerequisites:
PreciseFP and Docupace are already integrated.
The client is a pre-existing Docupace client.
Overview
The PreciseFP and Docupace integration allows the advisors to store standard documents according to the selected customer automatically in Docupace and retrieve them from Docupace.