You can launch Docupace Starting Point from SmartOffice to create Work Items. Starting Point is the Forms Filling solution offered by Docupace. For more information, view Starting Point User Guide.
Launching Docupace Starting Point
Docupace Starting Point displays current Work Items (WI). These Work Items contain the HIPAA, Insurance, and MHS bundles. The following guidance provides information on how to launch Docupace Starting Point for creating Work Items (WI).
| Rw ui steps macro |
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To launch Docupace Starting Point from SmartOffice: Log in to SmartOffice and go to your Contact / Business. |
To launch Docupace Starting Point, on the top navigation toolbar, click Docupace Starting Point (quick-access button). | Tip |
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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 Launch for Docupace Starting Point |
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.
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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.
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Note: SmartOffice remains open while you work in Docupace. |  Providing information for Docupace Setup |
From Rep Code, select the preferred rep code to open the Contact Record. |  Providing Rep Code for Client |
Fill out a short questionnaire. | Tip |
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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 |
(Optional) Select the preferred State. | Tip |
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Tip: Click No State Required if it State is not required for the Contact. |
|  Selecting State |
Select the appropriate Product Type. |  Selecting Product Type |
Select the preferred Registration Type. |  Selecting Registration Type |
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 |
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, view Contact Fields Exported from SmartOffice. |  Proceeding on Docupace Workflow |
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Troubleshooting: If you are experiencing an error in indexing of Client Subfolder, contact your System Administrator to fix the issue. |
|  Troubleshooting on Client Subfolder indexing |
