Documents & Suitability
Document store, document templates, Doc Drop Box, and suitability reports
35 articles
How to restore a deleted document
How to import documents from another case
How to view if company acknowledgements have been acknowledged
How to mark a document to be acknowledged by your client
How to mark a document as visible to a client
How to preview a document in the document store
How to download a document from the document store
How to delete a document from the document store
How to change document type and name
How to open the document store
How to change the owner of a document
How to bulk upload documents and bulk assign purpose and type
How to View and Upload Documents as a ClientClient portal guide for viewing, uploading, and downloading case documents
How to Use Doc Drop Box for Bulk Document UploadGuide to using Doc Drop Box for bulk document upload with AI-powered matching to client cases.
How to Manage Documents in Smartr365Guide to managing documents on a case including downloading, previewing, editing, copying, and controlling visibility.
How to Manage Case Documents in Smartr365Complete guide to the Document Store including uploading, downloading, previewing, editing, copying, and restoring documents.
How to Upload Documents in Smartr365Step-by-step guide to uploading documents to a case including drag-and-drop, categorisation, and bulk upload tips.
Documents Template User GuidanceHow to generate a Suitability Letter via ‘Documents’ at a User Level
Documents Templates System Admin GuidanceHow to generate a Suitability Letter via ‘Documents’ at a System Admin Level
How to use Doc Drop Box
What are suitability report tokens?
How to accept all Suitability Report tokens at once
How to create a Suitability Report
How to preview a Suitability Report
How to finalise a Suitability Report
How to edit a Suitability Report
How to add a logo to a suitability report
What types of Suitability Report tokens can I use?
How to Finalise a Suitability Report
How to save a suitability report draft
Where can I create a suitability report?
How to Generate a Suitability Report
How to Create and Manage Suitability Report TemplatesQuick guide to creating suitability report templates with dynamic tokens and publishing.
How to Manage Suitability Report TemplatesGuide to creating, editing, and publishing suitability report templates with dynamic tokens.