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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. Fo...
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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. To avoid acciden...
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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 ...
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How Edit Contact Information in File Smart Print Mail The contacts list is automatically populated from the contact information available from your trust account. Enter a new contact in your trust account and they will appear in the contacts list...
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Created On: 14/09/2018
in File Smart Common Questions How to Disable a User in fileSMART Archive
If you have a staff member leave your team, you will want to disable their access to fileSMART. We recommend that if you have a new team member replacing an old staff member, that you disable to old fi...
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How to Show or Hide Notifications from fileSMART Archive Workflow in Windows 10
There are two ways to do this in Windows 10:
From your Windows menu search for Settings and go to System > Notifications and Actions.
From here you...
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Workflow Processing and Maintenance Manager
Maintenance Manager can add the QR Code to your supplier invoices to enable you to use them with fileSMART Barcode Invoice Processing Workflow.
This guide summarises the steps to setup and use Q...