How to Upload Documents in Smartr365
Overview
Upload documents to a case in Smartr365 to keep all your client paperwork organised and accessible. You can upload multiple files at once and categorise them by purpose and type.
Getting Started
Where to find it: Open a case, then click the Documents tab in the case view.
Who can access it: Advisers, Admin Assistants, Managers, and System Administrators can upload documents on the business side. Clients can also upload documents through the Client Portal.
Step-by-Step Guide
Navigate to the case and open the Documents tab.
Click the Upload from my computer button on the right-hand side. The upload dialog will open.
Click Add a File to select files from your computer. You can select multiple files at once.
Alternatively, drag and drop files directly onto any document category folder on the left.
For each uploaded file, fill in the required fields:
Name - Edit the file name if needed (the original file extension is preserved automatically).
Owner(s) - Select which client(s) the document belongs to (for joint applications, you can assign to one or both clients).
Purpose - Choose the document category (e.g. Financial Documents, Identity Documents, Proof of Address).
Type - Choose the specific document type within that category (e.g. Passport, Payslip, Bank Statement). The available types depend on the Purpose you selected.
Expiry Date - Optionally set an expiry date for the document.
When uploading multiple files, you can use the Apply all link next to Purpose, Type, and Owner(s) to quickly set the same value across all documents.
Click Save to upload all documents.
Tips & Best Practices
The accepted file types are configured by your firm. Common types include PDF, JPG, PNG, DOCX, and more.
Documents are automatically grouped by their Purpose category. After upload, the relevant category folder will expand to show your new document.
You can upload files by dragging and dropping them directly onto a category folder to pre-fill the Purpose field.
If you try to add a file that has already been added to the upload list, you will see a notification and the duplicate will be skipped.
Frequently Asked Questions
Q: Can I upload multiple documents at once?
A: Yes. Click "Add a File" or "Add Another File" to add more files, or select multiple files at once from the file picker. You can also drag and drop multiple files.
Q: What file types can I upload?
A: The accepted file types are configured per firm. You will see an error message if you try to upload an unsupported file type.
Q: Can I rename a document after uploading?
A: Yes. Click the edit icon on any document in the document store to change its name, purpose, type, or owners.
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.