Updated Articles

  1.  How to Edit Labels

    How to Edit Labels Learn how to edit labels in fileSMART by watching this short video. ...
  2.  Getting to Know the fileSMART Archive Screen

    Getting to Know the fileSMART Archive Screen Get to know the fileSMART Archive screen, including folders and libraries, the Pending Queue, the document viewer and archiving labels in this short 2 minute video. ...
  3. fileSMART for STRATA Master Workflow Setup and Use Guide

    fileSMART for STRATA Master Workflow Setup and Use Guide Release Overview Introduction The fileSMART v5.5 release focused on changing the way a business moves documents around the office and handles their document approval processes. ...
  4.  Creating and Deleting a Stamp

    Creating and Deleting a Stamp Learn how to create and delete a new stamp in fileSMART by watching this short 2 minute video. ...
  5.  Adding a New Document Type in fileSMART

    Adding a New Document Type in fileSMART Learn how to create a new document type in fileSMART by watching this short 2 minute video. ...
  6. How do I process a One off Owner payment?

  7. How can I do a Mail Merge in REST Professional?

  8. How to Generate Property Authority Date Report in REST Professional

    How to Generate Property Authority Date Report in REST Professional Overview Depending on the report options chosen, the Property Authority Date Report prints a list of properties with authority start date or authority expiry date. Th...
  9. Setting Up Enhanced Integration REST Professional and fileSMART

    Setting Up Enhanced Integration REST Professional and fileSMART REST Professional and fileSMART now deliver enhanced integration functionality to reduce time and improve productivity when searching for and filing documents. Features include: ...
  10. Using Enhanced Integration REST Professional and fileSMART

    Using Enhanced Integration REST Professional and fileSMART ​ ​ ​ For existing users of REST Professional Document Management, the REST workflow to save one-off and bul k mail merges to fileSMART  i s unchanged from th...