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Before you integrate SmartOffice and Docupace, you need to create a new Contact / Account in Docupace ePACS Connect.

To create a Contact / Account:

Rw ui steps macro
Rw step

In SmartOffice, click Add > Contact.

Adding ePACS Connect accountImage Modified

Adding ePACS Connect account

Rw step

In New Contact, provide the preferred information for the Contact, and then

...

click Save & Close.

...

Providing information for ContactImage Added

Providing information for Contact

New Contact / Account is now successfully created and opens in a new tab.

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New Contact form