Setup Preferences
- Nataliia Plakhtii (Deactivated)
- Mercedes Rothwell
To integrate Docupace and SmartOffice, you must set up user and data preferences.
User Preferences
A user with Administrator rights has to enable the appropriate licenses for each user, who wants to use the integration. For more information, view User Accounts - User Rights.
A user can have one or both licenses, depending on the features to be accessed. These licenses are the following:
Docupace Client Folder. Allows a user to access the Docupace client folder directly from SmartOffice.
Docupace Starting Point. Allows a user to export the SmartOffice contact data to Docupace for form filling.
Data Preferences
Before using contact records in SmartOffice, which is integrated with Docupace, ensure that:
Contact records have the following information: First Name, Last Name, and Social Security number.
Business records have a Business Name and Tax ID.