/
Launching Docupace Client Folder from SmartOffice

Launching Docupace Client Folder from SmartOffice

Docupace Single Sign-on (SSO) Web integration is available from the following SmartOffice areas:

  • Contact

  • Business

Launching Docupace Client Folder

 

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

 

Related content

Launching Docupace Starting Point from SmartOffice
Launching Docupace Starting Point from SmartOffice
More like this
Using SmartOffice / Docupace Integration
Using SmartOffice / Docupace Integration
More like this
SmartOffice Overview
SmartOffice Overview
More like this
Creating Contact / Business
Creating Contact / Business
More like this
Checking Prerequisites
Checking Prerequisites
More like this
Adding a New Client
More like this