Using SmartOffice / Docupace Integration
Exporting Data for Form Filling
To export SmartOffice contact data into Docupace for form filling:
You can add buttons including Docupace Client Folder or Docupace Starting Point from Menu > Integrations to the navigation toolbar:
Double-click the preferred button and then drag and drop it onto the navigation toolbar. The quick-access button is now placed on the toolbar.
Adding Docupace Client Folder and Starting Point buttons to navigation toolbar
Troubleshooting: If you are experiencing error in indexing, contact your System Administrator to fix the issue.
Troubleshooting on subfolder indexing