You can launch Docupace Starting Point from SmartOffice to create Work Items. Starting Point
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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).
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To launch Docupace Starting Point from SmartOffice: Log in to SmartOffice and go to your Contact / Business. |
To launch Docupace Starting Point, on the top navigation toolbar, click Docupace Starting Point (quick-access button). | Tip |
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Tip: If the Docupace Starting Point quick-access button is |
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missing from the top navigation toolbar, you can find it |
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under Menu > Integrations and then drag and drop it |
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|  Image ModifiedQuick Launch for Docupace Starting Point |
In the Docupace Setup window appears, perform the following actions: Enter Docupace user ID and Docupace
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into the Docupace URL field. (Optional) Select the Skip this screen and use the above Docupace URL by default
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bypass this window in the future. Click Continue to
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launch Docupace Starting Point
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. The Client for the transaction is the specified SmartOffice
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Contact. Once you are logged in, you can continue the workflow from the Docupace system.
Note: SmartOffice remains open while you work in Docupace. |  Image ModifiedProviding information for Docupace Setup |
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On the Rep Code screen, select the preferred rep code |
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 Image AddedProviding Rep Code for Client |
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the Docupace Starting Point wizard: select the Request group (1) and Vendor (2). |
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Based on your selections, the system will compile forms that you need to complete the transaction. |
|  Image ModifiedFilling out |
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Docupace Starting Point wizard |
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Select the preferred State |
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Tip: Click No State Required if it State is not required for the Contact. |
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Selecting State
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Select the appropriate Product Type.
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Selecting Product Type
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Select the preferred Registration Type.
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Selecting Registration Type
(1), Product Type (2), and Registration Type (3). |  Image AddedSelecting State, Product Type, and Registration Type |
Review the Contact summary |
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and confirm that the information is correct. Then, click Create Work Item. |
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Tip: SmartOffice automatically exports the Contact data |
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|  Image ModifiedCreating Work Item |
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Complete the form with additional information as needed. For more information about exported fields from |
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SmartOffice into Docupace form, view |
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Troubleshooting: If you are experiencing an error |
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when indexing of Client Subfolder, contact your System Administrator to fix the issue. |
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Image AddedTroubleshooting on Client Subfolder indexing
