The Smarter Drafter Pro integration with Unity Practice Management allows you to use Unity contact data when filling in forms, send generated documents and map Unity matter and contact fields to forms.
Overview
The "Activate Unity Integration with Field Mapping" guide explains how to enable and configure the Unity Practice Management integration in Smarter Drafter. This integration allows users to pull contact and matter data from Unity, map Unity fields to Smarter Drafter forms, and send generated documents back to Unity.
Learning Outcomes
By using this guide, you will learn how to:
- Enable the Unity integration and authenticate your Unity account.
- Access and auto-fill forms using Unity contact and matter data.
- Map Unity fields to Smarter Drafter field aliases for seamless data sharing.
- Auto-populate forms with mapped fields and send completed documents back to Unity.