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Nataliia Plakhtii (Deactivated)

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Rw ui steps macro

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 missing from the top navigation toolbar, you can find it under Menu > Integrations and then drag and drop it onto the toolbar.

Quick Launch for Docupace Starting Point

Quick Launch for Docupace Starting Point

Rw step

In the Docupace Setup window appears, perform the following actions:

  1. Enter Docupace user ID and Docupace (URL) into the Docupace URL field.

  2. (Optional) Select the Skip this screen and use the above Docupace URL by default checkbox to bypass this window in the future.

  3. Click Continue to launch Docupace Starting Point. The Client for the transaction is the specified SmartOffice Contact. Once you are logged in, you can continue the workflow from the Docupace system.

Tip

Tips:

Note: SmartOffice remains open while you work in Docupace.

Providing information for Docupace Setup

Rw step

On the Rep Code screen, select the preferred rep code.

Providing Rep Code for Client

Rw step

Fill out the Docupace Starting Point wizard: select the Request group (1) and Vendor (2).

Tip

Tip: Based on your selections, the system will compile the forms that you need to complete the transaction.

Filling out Docupace Starting Point wizard

Rw step

Select the preferred State, Product Type, and Registration Type.

Image RemovedImage Added

Selecting State

Rw step

Select the appropriate Product Type.

Selecting a Product TypeImage Removed

Selecting Product Type

Rw step

Select the preferred Registration Type.

Selecting a Registration TypeImage Removed

Selecting Registration Type

Rw step

Review the Contact summary before creating a Work Item and then and confirm that the information is correct. Then, click Create Work Item. The

Tip

Tip: SmartOffice automatically exports the Contact data

is now exported from SmartOffice

into the

Docupace form

Wizard.

Creating Work Item

Creating Work Item

Rw step

Proceed on your Docupace workflow by providing all the requested information in the formComplete the form with additional information as needed.

For more information about exported fields from SmartOffice into Docupace form, view Contact Fields Exported from SmartOffice.

Proceeding on Docupace Workflow

Proceeding on Docupace Workflow

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