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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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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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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 Archive Lab...
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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...
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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 ...
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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...
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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 this Application ma...
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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...