Viewing a list of Docupace Documents for a Client
The Docupace Documents app synchronizes and displays the list of all documents stored in Docupace for a specified Client.
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Open any account Account in Salesforce. Click on the Related tab. The Docupace Documents app shows the full count of Documents in parenthesis parentheses and lists the first six items.
Click View All link at the bottom of the app to open the full list in a new window. If more than four columns are configured for the app, also additional columns will become visible in the new window.
Click the Docupace Id link in the first column, to open the actual document in Salesforce and see its Details. |
Viewing a list of Docupace Documents for Each Work Item
You can also see a list of Documents stored within a single Work Item. Most of your work will be done in this view.
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More Info. : See this section for more info on Work Item features: Working with Docupace Work Items in Salesforce |
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Open any Work Item in Salesforce. The Documents tab is the first to open. It shows the full list of Documents in the left pane and the selected document in the right pane using the Docupace Document Viewer.
Click on any Document in the list , to open it in the Docupace Document Viewer.
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Filling Out PDF Forms Using the Docupace Document Viewer
The Docupace Document Viewer shows images of Documents and also allows you to fill out PDF forms.
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More info. There are many : For more features available in the Viewer proceed to open the Work Item in Docupace. Please refer to this guide for a more detailed explanation of functions available in the Docupace Document Viewer: Filling out Forms |
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Open any Work Item in Salesforce. Click on any Document in the list, to open it in the Docupace Document Viewer.
Some fields will be automatically filled out with data that you entered in Starting Point while creating the Work Item and with Client data available in Docupace. The rest of the fields you can fill out now or later. On the left side, the Viewer shows a list of missing information. The list shows red error messages for mandatory fields, yellow warning messages for optional fields and green messages for verifying signaturesinformation. Click on a message to go to that specific field.
Fill out missing information and click the Save icon in the Document Viewer top toolbar. .
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Uploading New Documents and Indexing Them
and Indexing Their Client Document Type
You can add new Documents to the Work Item and index their Client Document Type directly from Salesforce.
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Open any Work Item in Salesforce. Click Upload File.
A dialog for uploading files appears. Drag-and-drop your files onto the dialog or use the Add file(s) button.
For each Document select a corresponding Client Document Type from the dropdown.
When all Documents are added and indexed, click Start upload.
Close the dialog when all Documents are uploaded (check marks appear next to each file in the Status column). You will see the new documents in the Work Item. |
Replacing an Existing Document with a New Version
You can replace individual Documents in a Work Item with their updated version directly in Salesforce.
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Open any Work Item in Salesforce. Click the replace button (Upload icon) next to the document.
A dialog for uploading files appears. Drag and drop your file onto the dialog or use the Add file button.
Click Start upload.
Close the dialog when the Document is uploaded (check marks appear next to the file in the Status column). You will see the updated documents in the Work Item. |