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

To create a Contact / AccountBusiness:

Rw ui steps macro
Rw step

In SmartOffice, click Add > Contact.

Adding ePACS Connect account

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 RemovedProviding information for ContactImage Added

Providing information for Contact

New Contact form

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