SmartOffice Integration
- Nataliia Plakhtii (Deactivated)
- Mercedes Rothwell
Owned by Nataliia Plakhtii (Deactivated), created
Introduction: This guide provides information about the SmartOffice and Docupace integration.
Table of Contents
Change Log:
Date | Changes |
|---|---|
October 2020 | Provided documentation about SmartOffice and Docupace integration. |
Audience: Advisors, who use the Docupace system to manage contacts and process Work Items for Client Accounts.
Functionality: Docupace integration allows SmartOffice users to access and exchange data with Docupace.