B. Step-by-step instructions
SmartOffice integrates with BOSS to allow you to run illustrations and reports from SmartOffice.
- Search for the client record and open it (if you forgot how, see the Search lesson).
- Click the Menu button.
- Select Integrations, and then select Boss Integration. On the bottom of your browser window, a notification about a downloaded .qlx file appears.
- 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.
- Click the downloded file. The BOSS system automatically opens, presenting you with a list of illustrations and reports you can run for the client.