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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. Fo...
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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 set u...
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File Smart Workflow Overview This quick video tutorial shows you how to use the new ad-hoc workflow feature in File Smart version 5.5 . It also has a brief overview of the barcode invoice workflow! ...
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Created On: 05/02/2015
in File Smart Common Questions Items to be Excluded From Firewall and Antivirus
Files
C:\Program Files (x86)\Rockend\fileSMART Client\Archive\FileSMART.exe
C:\Program Files (x86)\Rockend\fileSMART Client\Printer\del64.exe
C:\Program Files (x86)\Rockend\fileSMA...
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How to Send an Archived Document Back to the Pending Queue
There are several occasions where it is necessary to send a document that has already been archived (or has been turned into a workflow) back to the pending queue.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...
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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 ...
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How to Reprint a Document from a Completed Collation
It is possible to reprint or re-email documents from previous collations in fileSMART PrintMail . This can be useful if you need to resend a statement with attached documents. ...
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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 taken with t...