To perform Docupace and SmartOffice integration, it is required to set up user’s and data preferences for SmartOffice.
User Preferences
A user with Administrator rights has to enable the appropriate licenses for each user, who wants to use the integration. For more information, view User Accounts - User Rights.
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Docupace Client Folder. Allows a user to access the Docupace client folder directly from SmartOffice.
Docupace Starting Point. Allows a user to export the SmartOffice contact data to Docupace for form filling.
Data Preferences
Before using contact records in SmartOffice, which is integrated with Docupace, ensure that:
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