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SmartOffice Overview

Owned by Nataliia Plakhtii (Deactivated)
Last updated: Oct 20, 2022 by Gints Vaskums
1 min read

Functionality

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.

 

Requirements

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.

 

 

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