Documents & Suitability
Document store, document templates, Doc Drop Box, and suitability reports
36 articles
- Troubleshooting: Document Upload Errors in Smartr365How to resolve errors when uploading documents to the Document Store or Doc Drop Box, including processing failures and timeout errors.
- How to Upload Documents in Smartr365Step-by-step guide to uploading documents to a case including drag-and-drop, categorisation, and bulk upload tips.
- 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 Case Documents in Smartr365Complete guide to the Document Store including uploading, downloading, previewing, editing, copying, and restoring documents.
- How to Manage Documents in Smartr365Guide to managing documents on a case including downloading, previewing, editing, copying, and controlling visibility.
- 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.