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Before you integrate SmartOffice and with Docupace, you need to create a new Contact / Business in Docupace.

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In SmartOffice, click Add > Contact.

Adding Contact or BusinessImage Modified

Adding accountContact or Business

Rw step

In New Contact, provide the preferred following information for the Contact:

  • Personal Information

  • Phone

  • Address

  • Follow-up options

To confirm the Contact information, and then click Save & Close.

Providing information for ContactImage RemovedProviding information for ContactImage Added

Providing information for Contact

New Contact form

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