Enabling document export
To enable the export of documents to Docupace, visit the integration details and click the "Open" button next to "Integration mapper".
Once in the mapper, click the "Identification" button and scroll down until the "Custom Settings" section. Here you will be able to enable four different document export workflows:
Manual export of Profile documents: When you export a client or prospect, any documents uploaded to their profile will be included in the export operation.
Automatic export of Profile documents: After a client or prospect account is linked (exported/imported once), any future documents uploaded to their profile will be automatically exported.
Automatic export of form engagement documents: After a client or prospect is linked (exported/imported once), any documents uploaded in a form engagement will be automatically exported. A PDF copy of the form engagement will be automatically exported once the form engagement is completed.
Automatic export of pdf engagement documents: After a client or prospect is linked (exported/imported once), any documents associated with a pdf engagement will be automatically exported once the pdf engagement is completed.
