Log in to PreciseFP.

Click on the settings icon on the bottom left side of the screen.

Select the Integrations item.

Select the Docupace tile.

In the Integration Details window, copy the API credentials then click Enable this integration.

Warning: Don’t close the PreciseFP window.

Open the Docupace site, expand the User Settings on the top right side of the screen, and click the Settings button.

In the User Profile section’s PreciseFP field paste the API credentials, and click the Save button.

Go back to PreciseFP.

Enter the Docupace site address and the Primary Rep code.

note

Note: The Primary REP code MUST already exist in the Docupace site. If you don’t know your Rep code, please contact Docupace support.

Note: The Primary REP code MUST already exist in the Docupace site. If you don’t know your Rep code, please contact Docupace support.

Click the Enable button.

Verify if the integration is successful - Docupace tile displays the enabled checkbox.

note

Note: If your Docupace account is part of a custom enterprise account, the integration might not be available. Please contact Docupace support and request activation of the integration for your enterprise account.

Note: If your Docupace account is part of a custom enterprise account, the integration might not be available. Please contact Docupace support and request activation of the integration for your enterprise account.