When you complete a form in Docupace using data from SmartOffice, you can open the form directly from SmartOffice:
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In SmartOffice, search for a SmartOffice Contact / Business and then go to Letters/Documents. | Viewing letters or documents of Contact |
In Document List, select the appropriate form and then in the Open column, click the file icon. | Opening form of Contact |
In the Docupace Setup window appears, perform the following actions: Enter Docupace user ID and Docupace (URL) into the Docupace URL field. (Optional) Select the Skip this screen and use the above Docupace URL by default checkbox to bypass this window in the future. 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.
Note: SmartOffice remains open while you work in Docupace. | Logging in to Docupace |
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