Creating a New Docupace Client Folder from an Account (Menu Item)
When accessing a Docupace Client Folder from Salesforce, the Docupace system will first check if such a Client already exists. If not, it will create it.
Creating a New Docupace Client Folder from a Contact (Menu Item)
When accessing a Docupace Client Folder from Salesforce, the Docupace system will first check if such a Client already exists. If not, it will create it.
Opening and Synching Data to the Docupace Client Folder (Menu Item)
Warnings:
Changes made to Client Folder details in Docupace (such as changes to phone numbers, addresses, etc.) are never synchronized back to Salesforce.
Changes made to account and contact entries in Salesforce are not automatically synchronized to Docupace. A user must open the Docupace Client Folder from Salesforce to run this synchronization.
Creating a Work Item with the Docupace Starting Point Transaction (Menu Item)
Salesforce users can create new Docupace Work Items directly from Salesforce.com.
List of Docupace Work Items (App)
Docupace integration provides two apps that can be added to the Salesforce objects. How to customize these apps is described in section Adding Menu Items and Apps to Salesforce Lightning of this guide.
In Docupace a Work Item is usually created with the Starting Point wizard. It constitutes the creation of a new client account or some activity for account maintenance and may contain one or several documents - fillable PDF forms or scanned images of additional paperwork.
The Docupace Work Items app synchronizes and displays the list of these WIs.
List of Docupace Documents (App)
The Docupace Documents app synchronizes and displays the list of all documents stored in Docupace as part of work items.