To launch Docupace Starting Point from SmartOffice:
Rw step
Log in to SmartOffice and go to your Contact / Business.
Rw step
To launch Docupace Starting Point, on the top navigation toolbar, click Docupace Starting Point (quick-access button).
Tip
Tip: If the Docupace Starting Point quick-access button is absent on the top navigation toolbar, you can find it in Menu > Integrations and then drag and drop it up onto the toolbar
Quick LaunchforDocupace Starting Point
Rw step
In the Docupace Setup window appears, perform the following actions:
Enter Docupace user ID and Docupace Uniform Resource Locator (URL), which is used to access your documents in the Docupace URL field.
(Optional) Select the Skip this screen and use the above Docupace URL by default option to skip this window in the future.
Click Continue to open the Docupace Starting Point that corresponds with the specified SmartOffice contact. Once you are logged in, you can continue the workflow from the Docupace system.
Tip
Tips:
Skipping the Docupace Setup window is recommended after the first successful login attempt.
If you need to get a Docupace ID and URL, contact your Broker-Dealer. You can also contact SmartOffice Technical Support.
Note: SmartOffice remains open while you work in Docupace.
Providing information for Docupace Setup
Rw step
From Rep Code, select the preferred rep code to open the Contact Record.
Image RemovedImage Added
Providing Rep Code for Client
Rw step
Fill out a short questionnaire.
Tip
Tip: With help of the questionnaire, you will get the completed forms for the Account, which you want to open for your Client.
Filling out questionnaire
Rw step
(Optional) Select the preferred State.
Tip
Tip: Click No State Required if it State is not required for the Contact.
Selecting State
Rw step
Select the appropriate Product Type.
Selecting Product Type
Rw step
Select the preferred Registration Type.
Selecting Registration Type
Rw step
Review the Contact summary before creating a Work Item and then click Create Work Item.
The Contact data is now exported from SmartOffice into the Docupace form.
Creating Work Item
Rw step
Proceed on your Docupace workflow by providing all the requested information in the form.
