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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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How to Create a New Job in fileSMART PrintMail
Click on the Jobs button.
Click on the New Button up the top centre of the screen.
Type the name of the job template into the Description field e.g. 'Inspection reports' (this descripti...
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Clear Duplicate Statements from fileSMART Printmail
If you have accidentally printed your statements or other documents to Printmail more than once, these will appear as duplicates when they are attached to your email run and you will rec...
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How to Locate Documents for Inactive Properties
When a property is made inactive in REST Professional or STARTA Master, it takes 60 days for the property information to become inactive in fileSMART. When the property information is inactive in ...
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Last Updated: 10/09/2018
in File Smart Common Questions How to prevent emails from fileSMART PrintMail being blocked as spam
Overview
Owners, tenants, or creditors may contact you to advise they are not receiving emails you’ve sent them from fileSMART PrintMail, for example Owner Statements and...
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How to Reprint a Document from a Completed Collation
It is possible to reprint or re-email documents from previous collations in fileSMART PrintMail . This can be useful if you need to resend a statement with attached documents. ...
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How to Edit a Job in fileSMART PrintMail
Click on the 'Jobs' Button on the left hand side
Choose the Job Template that you would like to change, and click 'Edit' up the top left hand side of your screen.
Edit the Description field a...
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fileSMART for Property Management – Workflow Setup and Use Guide
Overview
Introduction
fileSMART Workflow changes the way a business moves documents around the office and handles their document approval processes. From the time tha...
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Last Updated: 06/09/2018
in File Smart Installation Guides fileSMART Post Installation Instructions
On the fileSMART Server
Update fileSMART from STRATA Master
This section only applies if you have installed fileSMART for STRATA Master. fileSMART will update information from STRATA Master a...
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Last Updated: 06/09/2018
in File Smart Installation Guides fileSMART Outlook Add-in - Installation and User Guide
This document covers the use of the fileSMART Outlook Add-in, introduced as a new feature in fileSMART version 4.0 The plugin provides seamless integration between Microsoft® Outlook®...