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changes.mady.by.user Nataliia Plakhtii

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changes.mady.by.user Mercedes Rothwell

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Exporting Data for Form Filling

To export SmartOffice contact data into Docupace for form filling:

Rw ui steps macro
Rw step

Go to SmartOffice:

a. In a search box, enter name of a Contact / Business.

b. From the list, select the preferred Client Record, and then open the record.

Searching for Contact or Account

Searching for Contact or Account

Rw step

In Client Record, go to Menu (1)> Integrations (2)> Docupace Starting Point (3).

Integrating with Docupace Starting Point

Integrating with 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.

Logging in to Docupace

Rw step

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

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.

Filling out 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 Item

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 Contact Fields Exported from SmartOffice.

Proceeding on Docupace Workflow

Proceeding on Docupace workflow

You can add buttons including Docupace Client Folder or Docupace Starting Point from Menu > Integrations to the navigation toolbar:

  • Double-click the preferred button and then drag and drop it onto the navigation toolbar. The quick-access button is now placed on the toolbar.

Adding Docupace Client Folder and Starting Point buttons to navigation toolbar

Note

Troubleshooting: If you are experiencing error in indexing, contact your System Administrator to fix the issue.

Troubleshooting on subfolder indexing

Troubleshooting on subfolder indexing