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Rw ui steps macro
Rw step

Search for a SmartOffice Contact / Business and then from the list, select the preferred record.

Searching for contact or business

Searching for Contact / Business

Rw step

In the Contact record, go to Menu (1)> Integrations (2)> Docupace Client Folder (3).

Opening Docupace Client Folder

Opening Docupace Client Folder

Rw step

In Docupace Setup, click Login (Docupace ID and URL is provided automatically):

  • To bypass the Docupace Setup page next time you use the integration, select Skip this screen and use the above Docupace URL by default.

Info

Important: Leave this option unselected if you are entering your Docupace ID and Docupace URL for the first time. If you enter your Docupace ID or URL incorrectly, contact SmartOffice Technical Support to correct the issue. Ebix recommends selecting this option only after you successfully access Docupace from SmartOffice at least once.

  • To prevent SmartOffice from creating subfolders in the Docupace client folder (runs by default), select Do not create subfolders for Investment Accounts and Policies, and then click Login.

Tip

Tip: If you need to get Docupace ID and URL, contact your Broker-Dealer or Docupace. For more information, contact SmartOffice Technical Support.

Image Modified

Logging in to Docupace

Rw step

From the Docupace Rep List, select the relevant Rep code, and then click OK.

You can now view Docupace Client Folder and Subfolder from SmartOffice.

Selecting Rep code

Selecting Rep code

Viewing Docupace Client Folder with Subfolder from SmartOffice

Viewing Docupace Client Folder and Subfolder from SmartOffice

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