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You can launch Docupace Starting Point from SmartOffice to create Work Items. Starting Point is the Forms Filling solution offered by Docupace 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 Work Items contain the HIPAA, Insurance, and MHS bundles. The following guidance provides information on how to launch Docupace Starting Point for creating Work Items (WI).

Rw ui steps macro

To launch Docupace Starting Point from SmartOffice:

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 Docupace Starting Point (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

In the Docupace Setup window appears, perform the following actions:

  1. Enter Docupace user ID and Docupace Uniform Resource Locator (URL), which is used to access your documents in into the Docupace URL field.

  2. (Optional) Select the Skip this screen and use the above Docupace URL by default option  checkbox to skip bypass this window in the future.

  3. Click Continue to open the launch Docupace Starting Point that corresponds with . The Client for the transaction is the specified SmartOffice contactContact. 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.

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Providing information for Docupace Setup

Rw step

From On the Rep Code screen, select the preferred rep code to open the Contact Record.

Providing Rep Code for ClientImage RemovedImage Added

Providing Rep Code for Client

Rw step

Fill out a short questionnairethe Docupace Starting Point wizard: select the Request group (1) and Vendor (2).

Tip

Tip: With help of the questionnaire, you will get the completed forms for the Account, which you want to open for your ClientBased on your selections, the system will compile forms that you need to complete the transaction.

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Filling out questionnaireDocupace Starting Point wizard

Rw step
Rw step

Select the preferred Registration Type.

Selecting a Registration TypeImage Removed

Selecting Registration Type

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

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Selecting State

Rw step

Select the appropriate Product Type.

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Selecting Product Type

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

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Selecting State, Product Type, and Registration Type

Rw step

Review the Contact summary before creating a Work Item and then 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, view Contact Fields Exported from SmartOffice 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.

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Troubleshooting on Client Subfolder indexing