Smart Office Integration allows users to:

• Prefill forms in Docupace via Starting Point using SmartOffice contact data.

• Open client documents stored in Docupace directly from SmartOffice.

• Navigate to client folders in Docupace directly from SmartOffice.

For more information about Docupace Starting Point, refer to Docupace.

To integrate SmartOffice and Docupace, it is required to have a Contact / Business in SmartOffice.

To create a Contact / Business in SmartOffice, view Creating Contact / Business.