MARCH 23, 2018
We are excited to announce PreciseFP’s latest product enhancements, which are aimed at facilitating more efficient document storage.
If you use – or are thinking about using – Google Drive, Dropbox or Box.com then we have made your life so much easier. With the latest deployment, you can enable integrations with these document storage applications and have all documents that have been uploaded to PreciseFP automatically exported to your storage service of choice.
Each client and prospect in the PreciseFP platform will have their own individual folder associated with their profile. The folder holds all the documents relating to their profile, as well as sub-folders for each form submission they’ve completed. Documents have always automatically appeared in PreciseFP with each client submission. Now, thanks to the integration, documents will automatically appear in the external storage provider of your choice.