Congratulations! You are about to transform the way you do business with the only single-vendor Straight-Through Processing platform available in the industry. But it takes time to adopt new technology, so we offer several training and support options to get you started.
eLearning provides you with unlimited access to a growing library of instructional videos. Learn at your own pace and take quizzes to assess what you know!
Already a Docupace user? Just click on “eLearning” found in the top right corner to log in. You will be able to access eLearning at any time, from anywhere with your username and password.
If you’re just getting started, we recommend you start with the Setup/Install videos located inside the eLearning Center.
Live WebEx Sessions
Interact with the experts without leaving your office. Our live webex sessions are the perfect way to learn valuable best practices and to get your questions answered when they are top-of-mind. Here’s our upcoming schedule!
Join Us for a Date that Works For You.
Training is specific to our “Retail Sites”. These sites are primarily Document Management with only Archive Workflow. If you’re using an enterprise Docupace Site, for Broker-Dealers, OSJ’s or RIA’s, we recommend that you follow up with your back-office regarding training on procedures and requirements, especially if there’s a process in place to submit documents for review, approval and/or back office filing.
Client Resources Library
Visit the Client Resource Library located in the top right corner. Here you’ll find an extensive library of step-by-step instruction guides. Learn how to navigate the system, setup your scanner, and integrate Docupace with your CRM.