SmartOffice Overview

Owned by

Nataliia Plakhtii (Deactivated)

Last updated: Oct 20, 2022 by

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 https://docupace.atlassian.net/wiki/spaces/UG/pages/646414464.

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