Exporting Data for Form Filling
To export SmartOffice contact data into Docupace for form filling:
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Go to SmartOffice: a. In a search box, enter name of a Contact / Business. b. From the list, select the preferred Client Record, and then open the record. |
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Searching for Contact or Account
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In Client Record, go to Menu (1)> Integrations (2)> Docupace Starting Point (3). |
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In the Docupace Setup window appears, perform the following actions:
Note: SmartOffice remains open while you work in Docupace. |
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On the Rep Code screen, select the preferred rep code. |
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Providing Rep Code for Client
Fill out the Docupace Starting Point wizard: select the Request group (1) and Vendor (2).
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Filling out Starting Point wizard
Select the preferred State (1), Product Type (2), and Registration Type (3). |
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Selecting State, Product Type, and Registration Type
Review the Contact summary and confirm that the information is correct. Then, click Create Work Item.
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Complete the form with additional information as needed. For more information about exported fields from SmartOffice into Docupace form, view Contact Fields Exported from SmartOffice. |
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You can add buttons including Docupace Client Folder or Docupace Starting Point from Menu > Integrations to the navigation toolbar:
Double-click the preferred button and then drag and drop it onto the navigation toolbar. The quick-access button is now placed on the toolbar.
Adding Docupace Client Folder and Starting Point buttons to navigation toolbar
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Note |
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Troubleshooting: If you are experiencing error in indexing, contact your System Administrator to fix the issue. |
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