The following table summarizes the SmartOffice contact fields that are exported to Docupace for form-filling.
Contact types | Description |
Household members | Persons who live in the same home and who provide financial support for one another. |
Spouses | Member of a married couple. |
Business primary contacts | Persons, who hold key roles within a business or company. |
Insureds | Person, who contracts for an insurance policy that guarantees him against loss of property, life, health, or other spheres. |
For more information about contact content links, sections, fields, and notes (if any), view the following table.
Contact Content Link | Section | Field | Notes |
|---|---|---|---|
Personal | Personal Information | Type | First Name, Last Name, and SS # / Tax ID are required for the integration to work properly. |
Title | |||
First Name | |||
Last Name | |||
Middle | |||
Suffix | |||
Birth Date | |||
SS # / Tax ID | |||
Gender | |||
Marital Status | |||
Business Information | Company | ||
Job Title | |||
Addresses | Address Block | These fields are exported for business, residence, and mailing addresses. | |
Address - Line 2 | |||
Address - Line 3 | |||
City | |||
State | |||
ZIP Code | |||
Phone Numbers | Phone Type | These fields are exported for business, residence, and fax numbers. | |
Country Code | |||
Area Code | |||
Number | |||
Extension | |||
Mark as Preferred Phone | |||
Add’I Personal | Miscellaneous Personal Information | Citizenship | |
Birthplace | |||
Tobacco Use | |||
Net Worth | |||
Total Income | |||
Salary | |||
Contact Identifications | Expiration Date | ||
Issue Date | |||
Driver’s License # | |||
State |