8 results found
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filesmart document details
Currently when owners log into our web portal they see documents listed under heading i.e. minutes, financials etc. We don't have an option to put a description on it that actually shows on the owners web login so they need to search through multiple documents to find the actual one they want or need. Would be great to be able to have our office descriptions loaded into our side of Filesmart that also show on the portal for owners
1 vote -
Water Corporation Download
Fix the water corp download so we can group print to FileSmart & fix it since they did their upgrade, my 2nd page is coming up black, so fixing that so I can go back to printing Directly to Filesmart
2 votesHi Supporters
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Pending Queue Document Selection
The pending queue. After you file a document, the next-selected document should be the one underneath (or, in the case where you file the bottom-most file, the document above it). Instead, no matter where you are in your queue, after you file a document the next selection reverts to the top of the queue.
9 votesHi Supporters
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Colour Documents
We just have implemented FileSmart after using StrataMaster for a number of years.
I can't understand why the colour is stripped from the TIFF files when they are scanned/printed into the queue.
This is 2019, people. Black and white just doesn't cut it.
6 votesHi Supporters
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FileSMART Outlook Plugin - Causing confusion and archiving email/document
Query on whether Outlook plugin archiving the wrong document?
The open emails and use the fileSMART icon within the opened email to archive the file. Instead of archiving the open email, it archived any email that is selected in the inbox.
Please speak to product to find out if this is a bug or how it is designed.
It is happening to all users across three companies.
Spoke to Nik and it is designed to work from selecting from the Inbox/Folder location and not opening up the email and running the plugin (even though it is visible in the email.
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5 votesHi Supporters
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Archive by Creditor Code instead of name with fileSMART for StrataMaster
Instead of being able to find the creditor by code, we have to search by name which is the opposite when using fileSMART with REST and makes it confusing. I would like the Creditor field to be the Creditor CODE instead.
3 votesHi Supporters
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MYOB Integration
Integration with MYOB for fileSMART
3 votesHi Supporters
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Identify outgoing tenants in fileSMART Archive dropdowns
There needs to be a way to differentiate between current and vacating tenants (not archived yet) when archiving in fileSMART. It would be great if there could be an * or something beside the vacating tenant so we don't have to check in REST.
1 voteHi Supporters
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