Functionality
Smart Office Integration allows users to:
Prefill forms in Docupace via Starting Point using SmartOffice contact data.
Open client documents stored in Docupace directly from SmartOffice.
Navigate to client folders in Docupace directly from SmartOffice.
Access Docupace from SmartOffice without signing in to Docupace.
For more information about Docupace Starting Point, refer to Docupace.
Requirements
To integrate SmartOffice and Docupace, it is required to have a Contact / Business in Docupace.
To create a Contact / Business in Docupace, view Creating Contact / Business.