Versions Compared

Version Old Version 10 New Version Current
Changes made by

Nataliia Plakhtii (Deactivated)

Nataliia Plakhtii (Deactivated)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can launch Docupace Starting Point from SmartOffice for Contact / Business integration.

Launching Starting Point

Starting Point is the Forms Filling solution offered by Docupace. The full user guide can be found here.to create Work Items. Starting Point allows you to quickly gather the forms you need for a transaction. For more information, view Starting Point User Guide.

Launching Docupace Starting Point

Docupace Starting Point displays current Work Items (WI). These WIs Work Items contain the following form bundles: HIPAA

, Insurance

, and MHS

bundles. The following guidance will cover ways provides information on how to launch Docupace Starting Point and create for creating Work Items (WI).

Rw ui steps macro

To launch Docupace Starting Point from SmartOffice for generating Work Items:

Rw step

Log in to SmartOffice and go to your Contact / Bussiness Business.

Rw step

To launch Docupace Starting Point, on the top navigation toolbar, click the Docupace Starting Point button (Quick Access (quick-access button).

Tip

Tip: If the Docupace Starting Point quick-access button is

absent on

missing from the top navigation toolbar, you can find it

in

under Menu > Integrations and then drag and drop it

up

onto the toolbar.

Quick Launch for Docupace Starting PointImage RemovedQuick Launch for Docupace Starting PointImage Added

Quick Launch for Docupace Starting Point

Rw step

If In the Docupace Setup page appears, enter the requested information, and then click Continue.

Tip

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

Providing information for Docupace SetupImage Removed

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.

Image Added

Providing information for Docupace Setup

Rw step

You are now launching the Starting Point Forms Wizard.

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

Providing Rep Code for ClientImage RemovedImage Added

Providing Rep Code for Client

Rw step

Fill out a short questionnaire. The questionnaire leads you to the correct forms for the Account that you want to open for your Clientthe Docupace Starting Point wizard: select the Request group (1) and Vendor (2).

Tip

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

Image Modified

Filling out questionnaireDocupace Starting Point wizard

Rw step

Select a State or set it as not required via No State Required.

Selecting a StateImage Removed

Selecting State

Rw step

Select a Product Type: Advisory, Informal Inquiry, or Insurance - Variable Annuity.

For more information, view Starting Point Overview.

Selecting a Product TypeImage Removed

Selecting Product Type

Rw step

Select a Registration Type.

Selecting a Registration TypeImage RemovedSelecting Registration Type

the preferred State (1), Product Type (2), and Registration Type (3).

Image Added

Selecting State, Product Type, and Registration Type

Rw step

Review a summary before creating a WI and then the Contact summary 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 Smart Office SmartOffice into Docupace form, refer to Contact Fields Exported from SmartOfficeview https://docupace.atlassian.net/wiki/pages/createpage.action?spaceKey=DOHTS&title=Contact%20Fields%20Exported%20from%20SmartOffice.

Proceeding on Docupace Workflow

Proceeding on Docupace Workflowworkflow

Note

Troubleshooting: If you are experiencing an error in when indexing of Client Subfolder, contact your System Administrator to fix the issue.

Troubleshooting on subfolder indexingImage RemovedTroubleshooting on subfolder indexingImage Added

Troubleshooting on subfolder Client Subfolder indexing