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Created On: 19/09/2018
in File Smart Common Questions Setting up Scanning to fileSMART
Users must be correctly configured to a scanner to allow the importation of documents for subsequent processing by fileSMART. However, the process of scanning documents between a scanner and workstation or serve...
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Created On: 19/09/2018
in File Smart Common Questions Why can't I open fileSMART Archive after I log in?
Overview
When the user tries to login to fileSMART Archive the program doesn’t open, and if the user tries to open it again a message is displayed ‘Only one instance of thi...
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Created On: 18/09/2018
in File Smart Common Questions How to do End of Month with fileSMART PrintMail
Sending your statements to fileSMART
From REST Professional
Creditor Remittances can be printed to the fileSMART PrintMail printer and be automatically archived to the individual credi...
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Created On: 18/09/2018
in File Smart Common Questions Why is the text jumbled when I print a PDF to the fileSMART Archive Printer? Overview When a PDF document is printed to the f ileSMART Archive printer, sometimes the resulting TIF document is unreadable. This is a known issue with PDFs and is the...
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Created On: 18/09/2018
in File Smart Common Questions How to Attach a PDF to a Collation
When doing a collation, you have the ability to add an attachment to a collation in addition to the collated documents set up in your job design i.e. a general notice or advertisement that needs to be sent to ...
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Created On: 17/09/2018
in File Smart Common Questions 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...
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Created On: 17/09/2018
in File Smart Common Questions 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. T...
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Created On: 17/09/2018
in File Smart Common Questions fileSMART PrintMail Installation Guide
Follow these steps to install PrintMail on a workstation that already has fileSMART Archive installed:
1. Open your Windows menu and search for and run the fileSMART Client Installer (this will
a...
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How to Send a Newsletter Through fileSMART PrintMail
fileSMART PrintMail can be used to send out newsletters to your tenants and landlords.
In order to do this, you will need to create a separate job design. Follow these steps to send a ne...
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How to Attach a PDF to a Collation
When doing a collation, you have the ability to add an attachment to a collation in addition to the collated documents set up in your job design i.e. a general notice or advertisement that needs to be sent to ...