Smartr365

How to resolve errors when uploading documents to the Document Store or Doc Drop Box, including processing failures and timeout errors.

Troubleshooting: Document Upload Errors in Smartr365

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 restore a deleted document

Complete guide to the Document Store including uploading, downloading, previewing, editing, copying, and restoring documents.

How to Manage Case Documents in Smartr365

Client portal guide for viewing, uploading, and downloading case documents

How to View and Upload Documents as a Client

How to generate a Suitability Letter via ‘Documents’ at a User Level

Documents Template User Guidance

How to generate a Suitability Letter via ‘Documents’ at a System Admin Level

Documents Templates System Admin Guidance

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

Guide to creating, editing, and publishing suitability report templates with dynamic tokens.

How to Manage Suitability Report Templates

Guides

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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