You can launch Docupace Starting Point from SmartOffice to create Work Items. Starting Point allows you to quickly gather the forms you need for a transaction. For more information, view Starting Point User Guide.

Launching Docupace Starting Point

Docupace Starting Point displays current Work Items (WI). These Work Items contain the HIPAA, Insurance, and MHS bundles. The following guidance provides information on how to launch Docupace Starting Point for creating Work Items (WI).

To launch Docupace Starting Point from SmartOffice:

Log in to SmartOffice and go to your Contact / Business.

To launch Docupace Starting Point, on the top navigation toolbar, click Docupace Starting Point (quick-access button).

Tip: If the Docupace Starting Point quick-access button is missing from the top navigation toolbar, you can find it under Menu > Integrations and then drag and drop it onto the toolbar.

Quick Launch for Docupace Starting Point

In the Docupace Setup window appears, perform the following actions:

Enter Docupace user ID and Docupace (URL) into the Docupace URL field.
(Optional) Select the Skip this screen and use the above Docupace URL by default checkbox to bypass this window in the future.
Click Continue to launch Docupace Starting Point. The Client for the transaction is the specified SmartOffice Contact. Once you are logged in, you can continue the workflow from the Docupace system.

Tips:

Skipping the Docupace Setup window is recommended after the first successful login attempt. To reset the bypass, SmartOffice Technical Support.
If you need to get a Docupace ID and URL, contact your Broker-Dealer. You can also contact SmartOffice Technical Support.

note

Note: SmartOffice remains open while you work in Docupace.

Docupace Platform User Guides > Launching Docupace Starting Point from SmartOffice > Docupace Setup while launching Starting Point.png

Providing information for Docupace Setup

On the Rep Code screen, select the preferred rep code.

Docupace Platform User Guides > Launching Docupace Starting Point from SmartOffice > Rep Code.png

Providing Rep Code for Client

Fill out the Docupace Starting Point wizard: select the Request group (1) and Vendor (2).

Tip: Based on your selections, the system will compile forms that you need to complete the transaction.

Docupace Platform User Guides > Launching Docupace Starting Point from SmartOffice > Questionarry.png

Filling out Docupace Starting Point wizard

Select the preferred State (1), Product Type (2), and Registration Type (3).

Docupace Platform User Guides > Launching Docupace Starting Point from SmartOffice > Selecting a State, Product Type, and Registration types.png

Selecting State, Product Type, and Registration Type

Review the Contact summary and confirm that the information is correct. Then, click Create Work Item.

Tip: SmartOffice automatically exports the Contact data into the wizard.

Creating Work Item

Complete the form with additional information as needed.

For more information about exported fields from SmartOffice into Docupace form, view Contact Fields Exported from SmartOffice.

Proceeding on Docupace Workflow

Troubleshooting: If you are experiencing an error when indexing of Client Subfolder, contact your System Administrator to fix the issue.

Troubleshooting on Client Subfolder indexing