To perform integrate Docupace and SmartOffice integration, it is required to , you must set up user’s user and data preferences for SmartOffice.

User Preferences

A user with Administrator rights has to enable the appropriate licenses for each user, who wants to use the integration. For more information, view User Accounts - User Rights.

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• Contact records have the following information: First Name, Last Name, and Social Security number.

• Business records have a Business Name and Tax ID.

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