Functionality

Smart Office Integration allows users to:

• Prefill forms in Docupace via Starting Point using SmartOffice contact data.

• Open client documents stored in Docupace Starting Point directly from SmartOffice.

• Navigate to client folders in Docupace Starting Point directly from SmartOffice.

• Access Docupace from SmartOffice without signing in to Docupace.

For more information about Docupace Starting Point, refer to Docupace.

Requirements

To integrate SmartOffice and Docupace, it is required to have a Contact / Business in Docupace.

To create a Contact / Business in Docupace, view Creating Contact / Business.