Archiving and Searching

Adding a New Document Type in fileSMART Learn how to create a new document type in fileSMART by watching this short 2 minute video. ...

Creating and Deleting a Stamp Learn how to create and delete a new stamp in fileSMART by watching this short 2 minute video. ...

A Guide to Uploading Photos Overview Photos should be email quality JPEG files. We recommend that photos be taken with the camera set to 640x480 pixels if available, or else ‘email quality’. We have tested photos ...

Archiving a Document for an Inactive Property To archive a document to an inactive property, select the 'Inactive' option from the dropdown box at the bottom of the Archive Labels View. Enter the archive label informat...

fileSMART Share End User Guide fileSMART Share enables the user to view documents given to them on a portable media generated by Rockend’s fileSMART program. The documents are contained within a ‘lite’ version of fileSMAR...

fileSMART Share User Guide fileSMART Share enables the fileSMART user to search for documents within Rockend’s fileSMART  program and to export those documents to a portable media (CD/DVD/USB).  The documents are containe...

How to Send an Archived Document Back to the Pending Queue There are several occasions where it is necessary to send a document that has already been archived (or has been turned into a workflow) back to the pending queue. This can be because d...

How to Archive emails to fileSMART Learn how to archive singular and multiple emails to fileSMART using Microsoft Outlook in this 3 minute video. ...

How to Bulk Edit Documents in fileSMART Archive If you have Bulk Edit permissions then you will be able to edit multiple documents at the same time. This is useful if you need to change labels for many documents from one criteria to another.&nb...

How to Create a New Document Type in fileSMART Archive fileSMART Archive comes with a standard list of Document Types. You are easily able to add, remove or edit document types to suit your offices’ needs. We recommend that you review and...

How to Edit an Archived Document  In the Found Documents List, select the required document. Click the Edit button. Make the required changes e.g., by selecting the Address or Property code. Click...

How to Locate Documents for Inactive Properties When a property is made inactive in REST Professional or STARTA Master, it takes 60 days for the property information to become inactive in fileSMART. When the property information is inactive in ...

How to Merge Documents in fileSMART ​Learn how to merge documents in your pending queue in this short 2 minute video. ...

How to Split Documents in fileSMART Archive Learn how to split TIFF files in fileSMART Archive in this short video. ...

Importing into fileSMART Archive Photos, in .jpg format, PDFs and Word documents can be imported into your Pending Queue from your own computer or across the network by using the import function. These file types retain their file format. ...

Microsoft Outlook Plugin The Microsoft Outlook plugin provides seamless integration between Microsoft® Outlook® and fileSMART Archive, allowing you to archive emails directly from Outlook. This removes the extra step of printing it to t...

Split Owners Statements for up to 9 split owners (v5.6.7) will be auto archived to their individual Owner Alphas by fileSMART AutoArchive.  If an Owner Invoice (or any other document type to be collated) has only been archived to one ...

fileSMART Annotations ...

How to Archive When documents are in your Pending Queue, they should be archived promptly so they can be located easily in the future. Archive a single item in your Pending Queue Follow these steps to Archive a do...

How to Search Searching for Archived Documents Documents must first be archived in fileSMART Archive  before performing a search to locate them. The search is made using the Search Labels which are the same as the Archiv...

How to Bulk Edit Documents in fileSMART Archive If you have Bulk Edit permissions then you will be able to edit multiple documents at the same time. This is useful if you need to change labels for many documents from one criteria to another.&nb...

Why can't i find my documents after changing an alpha code? If you have changed a property alpha code in REST Professional (or Console Gateway), this information is not automatically updated in fileSMART Archive. What this means is that you...