You can open the Docupace Client Folder directly from SmartOffice.
Tip: If the Client Folder does not exist for that contact in Docupace, SmartOffice automatically creates a new folder.
To access the Docupace Client Folder from SmartOffice:
Tip: You can customize the Contact / Business toolbar by the drag-and-drop method. For example, double-click the Docupace Client Folder / Starting Point buttons, drag and then drop them onto the toolbar.
Customizing toolbar