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You can launch Docupace Starting Point from SmartOffice 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 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 / 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 missing from the top navigation toolbar, you can find it under Menu > Integrations and then drag and drop it onto the toolbar.

Quick Launch for Docupace Starting PointImage Modified

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 (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.

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Providing information for Docupace Setup

Rw step

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

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Providing Rep Code for Client

Rw step

Fill out the 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.

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Filling out Docupace Starting Point wizard

Rw step

Select 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 and confirm that the information is correct. Then, click Create Work Item.

Tip

Tip: SmartOffice automatically exports the Contact data into the wizard.

Creating Work ItemImage Modified

Creating Work Item

Rw step

Complete the form with additional information as needed.

For more information about exported fields from SmartOffice into Docupace form, view

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https://docupace.atlassian.net/wiki/pages/createpage.action?spaceKey=DOHTS&title=Contact%20Fields%20Exported%20from%20SmartOffice.

Proceeding on Docupace WorkflowImage Modified

Proceeding on Docupace

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workflow

Note

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

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Troubleshooting on subfolder indexingImage Added

Troubleshooting on Client Subfolder indexing