-
Last Updated: 20/09/2018
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...
-
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...
-
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...
-
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...
-
fileSMART for STRATA Master Workflow QR Code Setup and Use Guide
Introduction
fileSMART Barcoded workflow has been updated to include QR Codes. QR is short for Quick Response and these 2 dimensional barcodes work in the same way as standar...
-
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...
-
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...
-
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...
-
Last Updated: 20/09/2018
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...
-
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 ...