Before you integrate SmartOffice and with Docupace, you need to create a new Contact / Account Business in Docupace ePACS Connect.
To create a Contact / AccountBusiness:
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In SmartOffice, click Add > Contact. | Image Modified Adding ePACS Connect accountContact or Business |
In New Contact, provide the preferred following information for the Contact: Personal Information Phone Address Follow-up options
To confirm the Contact information, and then click Save & Close. | Image RemovedImage Added Providing information for Contact
New Contact form |
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