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Error when trying to save a Print Mail generated PDF from within Adobe Reader Problem: Error when trying to save a Print Mail generated PDF from within Adobe Reader 11.0.10 or later. Adobe Reader error: 'The document could not be saved. There was...
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Documents Sent to Pending Queue by fileSMART Printmail Autoarchive
When printing to the fileSMART Printmail Printer, the Autoarchive display will show how many documents have been successfully autoarchived, and which documents are now sitting i...
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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...
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Created On: 09/02/2015
in File Smart Common Questions
How to Clear a User Licence The Manage Users function in fileSMART Archive 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 accidental change...
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How to Edit an Archived Document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 the OK bu...
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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.
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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 the Archi...
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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...
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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 of th...
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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...