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You can add Docupace Client Folder and Starting Point from Menu > Integrations to the navigation toolbar by the drag-and-drop method:

  • In Menu > Integrations, double-click the Docupace Client Folder and Starting Point buttons, drag and then drop them onto the navigation toolbar.

Adding Docupace Client Folder and Docupace Starting Point buttons to navigation toolbar

Adding Docupace Client Folder and Starting Point buttons to navigation toolbar

Launching Starting Point

Starting Point is the Forms Filling solution offered by Docupace. The full user guide can be found here.

Docupace Starting Point displays current Work Items (WI). These WIs contain the following form bundles:

  • HIPAA

  • Insurance

  • MHS

The following guidance will cover ways to launch Starting Point and create Work Items.

Rw ui steps macro

To launch Docupace Starting Point from SmartOffice for generating Work Items:

Rw step

Log in to SmartOffice and go to your Contact / Bussiness.

Rw step

To launch Docupace Starting Point, on the top navigation toolbar, click the Docupace Starting Point button (Quick Access).

Tip

Tip: If the Docupace Starting Point button is absent on the top navigation toolbar, you can find it in Menu > Integrations and then drag and drop it up.

Quick Launch for Docupace Starting Point

Quick Launch for Docupace Starting Point

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.

Providing information for Docupace Setup

Providing information for Docupace Setup

Rw step

You are now launching the Starting Point Forms Wizard.

From Rep Code, select the relevant rep.

Providing Rep Code for Client

Providing Rep Code for Client

Rw step

Fill out a short questionnaire. The questionnaire leads you to the correct forms for the Account that you want to open for your Client.

Filling out questionnaire

Filling out questionnaire

Rw step

Select a State or set it as not required via No State Required.

Selecting a State

Selecting State

Rw step

Select a Product Type: Advisory, Informal Inquiry, or Insurance - Variable Annuity.

For more information, view Starting Point Overview.

Selecting a Product Type

Selecting Product Type

Rw step

Select a Registration Type.

Selecting a Registration Type

Selecting Registration Type

Rw step

Review a summary before creating a WI and then click Create Work Item.

The Contact data is now exported from SmartOffice into the Docupace form.

Note

Troubleshooting: If you are experiencing error in indexing, contact your System Administrator to fix the issue.

Troubleshooting on subfolder indexing

Troubleshooting on subfolder indexing

Creating Work Item

Creating Work Item

Rw step

Proceed on your Docupace workflow by providing all the requested information in the form.

For more information about exported fields from Smart Office into Docupace form, refer to Contact Fields Exported from SmartOffice.

Proceeding on Docupace Workflow

Proceeding on Docupace Workflow

You can add Docupace Client Folder and Starting Point from Menu > Integrations to the navigation toolbar by the drag-and-drop method:

  • In Menu > Integrations, double-click the Docupace Client Folder and Starting Point buttons, drag and then drop them onto the navigation toolbar.

Adding Docupace Client Folder and Starting Point buttons to navigation toolbarImage Removed

Adding Docupace Client Folder and Starting Point buttons to navigation toolbar