Before you integrate SmartOffice
...
with Docupace,
...
create a new Contact /
...
Business in Docupace
...
.
To create a Contact /
...
Business:
| Rw ui steps macro |
|---|
In SmartOffice, click Add > Contact. |  Image ModifiedAdding |
|
...
In New Contact, provide the |
|
...
following information for the Contact |
|
...
: Personal Information Phone Address Follow-up options
To confirm the Contact information, click Save & Close. |
|
...
 Image AddedProviding information for Contact
|
|
New Contact / Account is now successfully created and opens in a new tab.
 Image AddedNew Contact form |
|
