Getting Started

Creating, Editing and Archiving Users Learn how to create new users, edit users and archive users in fileSMART. ...

fileSMART Administrator  To avoid accidental changes and deletions, we recommend that the only the Administrator user be marked as Admin. And that for the first few months at least, nobody else be given ‘Delete’ or ‘Bulk Edit’ rights. When...

fileSMART Backups Overview As part of your disaster recovery plan, it is essential that you perform regular backups of your fileSMART system so that Rockend and/or your IT technicians can restore your data and get you operational in the quickest p...

fileSMART Toolbar Overview Learn how to navigate as well as the basics of fileSMART in this video. ...

Getting to Know the fileSMART Archive Screen Get to know the fileSMART Archive screen, including folders and libraries, the Pending Queue, the document viewer and archiving labels in this short 2 minute video. ...

How to Add a New User in fileSMART The Manage Users function in  fileSMART  allows you to add, disable and edit the users who are able to log into  fileSMART . This can only be performed by a user with administrator rights. To avoid acciden...

How to Edit Labels Learn how to edit labels in fileSMART by watching this short video. ...

Recommended display settings on a Microsoft Surface Pro for fileSMART

Sample correspondence to owners introducing fileSMART Sample 1 – Letter to owners As part of our commitment to be at the forefront of customer service and support, we have installed a new electronic document archiving and communication sys...

Update fileSMART from the Trust Program As part of the fileSMART installation, a system process is configured in the Windows Task Scheduler on the fileSMART Server which runs a file called EveryDayJob.bat. This enables fileSMART and REST Profes...

Using Enhanced Integration REST Professional and fileSMART Please click here  to learn how to use the enhanced Integration between REST Professional and fileSMART. To learn how to set up the enhanced integration between REST Professional ...

Standard Document Types for STRATA Master Overview There are standard document types that come with each of the archiving folders in fileSMART Archive. Because certain documents are automatically archived by STRATA Mast...

Standard Document Types for Property Management Overview There are standard document types that come with each of the archiving folders in fileSMART Archive. The items shown in Bold below are used by the fileSMART Auto ...

How to Change a User's Password for  fileSMART Log in as a user with administrator rights.  Go to the Manage Users Section  Click into the Password box beside the user's name Type in your new password ...