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Rw ui steps macro
Rw step

In SmartOffice, search for a SmartOffice Contact / Business and then go to Letters/Documents.

Viewing letters or documents of Contact

Viewing letters or documents of Contact

Rw step

In Document List, select the appropriate form and then in the Open column, click the file icon.

Opening form of Contact

Opening form of Contact

Rw step

If the Docupace Setup page appears, enter the requested information, and then click Continue.

Tip

Tip: To bypass the Docupace Setup page next time you use the integration, select Skip this screen and use the above Docupace URL by default.

Docupace now opens and displays the selected form.

Logging in to Docupace