In SmartOffice, search for a SmartOffice Contact / Business and then go to Letters/Documents.
Viewing letters or documents of Contact
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In Document List, select the appropriate form and then in the Open column, click the file icon.
Opening form of Contact
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If 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
In the Docupace Setup window, perform the following actions:
Enter Docupace user ID and Docupace (URL) into the Docupace URL field.
(Optional) Select the Skip this screen and use the above Docupace URL by default checkbox to bypass this window in the future.
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:
Skipping the Docupace Setup window is recommended after the first successful login attempt. To reset the bypass, SmartOffice Technical Support.
Docupace now opens and displays the selected form.
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If you need to get a Docupace ID and URL, contact your Broker-Dealer. You can also contact SmartOffice Technical Support.
Note: SmartOffice remains open while you work in Docupace.
