61 results found
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pop up notes
like to be able to add notes against properties/owners/tenants in fileSMART the same way there are notes that pop up in REST.
6 votesHi Supporters
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Double click to pop out
We'd like to be able to double click on an archived item so it pops out in a separate window. This way, we don't have to go back and forth between documents or even to have multiple windows opened.
5 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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Warning email from Workflow Assist if it can't access inbox
The workflow assist component should send an email to the administrator if it is not able to access the inbox and process the invoices. That way we know when the invoice is not being paid and we can fix the problem before it is too late and we have to pay late fees.
5 votesHi Supporters
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improve search function
would be good to search by any word in a document
5 votesHi Supporters
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Filter - Creditor Strata Invoice Processing
Filter option under the creditor dropdown should only show creditors that have a pending workflow rather than the entire list to be populated.
4 votesHi Supporters
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Select page range for printing
When printing a document from FileSmart, you should be able to select a page range for the print job. Right now you can only print the entire document.
This would be acceptable for freeware; not for a commercial application. If we have a 100 page document, it should be a no-brainer that we have the ability to print a single page, or a range of pages from that 100 page document.
4 votesHi Supporters
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Searching documents when a creditor code has changed
When a creditor code is changed, this update is not repeated in the fileSMART database after a user prompt or done automatically. This can result in documents that were filed under the old code to not appear in a search unless the user knows to specifically look for them under the old details.
Would it be possible to enter the name of a creditor in the search and have the system find all the documents, perhaps if done by the unique record id for the creditor?
This would help users find any and all documents for those creditors even if…
4 votesHi Supporters,
Thank you for your support, unfortunately, your suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting UserVoice!
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Automatically publish invoice to portal
Automatically publish invoice to owners' portal after archiving to File Smart instead of having to tick 'publish to portal' every time.
4 votesHi Supporters
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Categories
It would assist if we could simply reallocate between archive, lot owner and payments categories without having to send back through the workflow, archive or other and start the process over again in order to get it into the correct category
4 votesHi Supporters
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Meeting Wizard - Notes
When fileSMART is integrated with STRATA Master to give the ability to auto save notes when archiving the Agendas and Minutes via Meeting Wizard.
4 votesHi Supporters
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reconfigure archive page layout
Because most scanned documents in FileSMART Archive are portrait A4, it would make more sense to maximise the layout of the screen area. By moving the “Workflow” section to be a vertical section, more of the A4 page could be displayed in the remaining space. You could possibly also have the “Document Data”, “Work History” and “Invoice” tabs all listed vertically underneath each other so you don’t have to click between them to see or enter the various information. Certainly having the Document Data and Invoice info on the same screen would be helpful. The best solution would be so…
4 votesHi Supporters
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invoice status moved to front screen
bring whether an invoice is on hold or to pay to the front screen instead of having to wait for it to be entered and uploaded before you can do this. If two different people do these separate jobs, we easily pay someone we shouldn't because it was entered in and the person does a payment run prior to remembering to go back into the system and marking it on hold.
4 votesHi Supporters
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ability to filter invoices by strata plan number
Within FileSMART for StrataMASTER Workflow (Strata Invoice Processing)
4 votesHi Supporters
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Filter - items that you have already delegated
Filter option so that you are able to see what you have delegated to other users. This can be because you have made an error and wish to fix before the new user views the document.
Or for invoices, a user can forget if they have already delegated a particular workflow and would like to check as it may need to be redone again.3 votesHi Supporters
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Workflow Comments
I would like to see a feature that allows workflow items with comments to be highlighted.
3 votesHi Supporters
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Remote Access for Search Agents
It would be helpful to have a portal so that search agents can log in and do their searches remotely. Our usual process has in the past been to have the search agent come into the office and use a staff members desktop to search the records.
Searching of records was made very difficult as many businesses transitioned to working from home during covid-19.
We had a search agent come in this morning, who advised that all our competitors have a portal that they can log into (we are the only company in our area that uses rockend)
3 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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Databases
We are always growing our business and have purchased two further Strata Management companies. They are also using STRATA Master and file SMART. We want to bring all of the databases onto one server, but file SMART does not allow this.
3 votesHi Supporters
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MYOB Integration
Integration with MYOB for fileSMART
3 votesHi Supporters
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