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.

Dragging and dropping icons onto the navigation toolbar

Troubleshooting: If you are experiencing error in indexing, contact your System Administrator to fix the issue.

Troubleshooting on subfolder indexing

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