Home > Integrations > BOSS


A. Tutorial video

B. Step-by-step instructions

SmartOffice integrates with BOSS to allow you to run illustrations and reports from SmartOffice.

  1. Search for the client record and open it (if you forgot how, see the Search lesson).
  2. Click the Menu button.
  3. Select Integrations, and then select Boss Integration. On the bottom of your browser window, a notification about a downloaded .qlx file appears.
  4. Click the down arrow on the download notification, and then select Always open files of this type. This will save you time when you run future illustrations and reports.
  5. Click the downloded file. The BOSS system automatically opens, presenting you with a list of illustrations and reports you can run for the client.