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You can add Docupace Client Folder and Starting Point from Menu > Integrations to the navigation toolbar by the drag-and-drop method:

  • In Menu > Integrations, double-click the Docupace Client Folder and Starting Point buttons, drag and then drop them onto the navigation toolbar.

Adding Docupace Client Folder and Docupace Starting Point buttons to navigation toolbar

Adding Docupace Client Folder and Starting Point buttons to navigation toolbar

Launching Starting Point

Starting Point is the Forms Filling solution offered by Docupace. The full user guide can be found here.

Docupace Starting Point displays current Work Items (WI). These WIs contain the following form bundles:

  • HIPAA

  • Insurance

  • MHS

The following guidance will cover ways to launch Starting Point and create Work Items.

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