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File Smart

As MRI Software moves toward implementing cloud-based solutions for our products, we will focus on improving system defects, staying compliant with legislative changes, and any required maintenance to ensure that File Smart continues to best support your business.

Your valuable feedback and suggestions will be used to develop new features and enhancements in Property Tree, MRI’s cloud-based property management software solution, which has been designed to make every part of your work life simpler, easier and faster.

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61 results found

  1. 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 votes

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    1 comment  ·  Archiving  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  2. 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 votes

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    0 comments  ·  Searching  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi 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!

  3. Automatically publish invoice to owners' portal after archiving to File Smart instead of having to tick 'publish to portal' every time.

    4 votes

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    1 comment  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  4. An automatic pop up box linked to outlook for filing emails as they are being sent but with the option to disregard saving if they are internal emails or not specific property related.

    17 votes

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    1 comment  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  5. 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.

    5 votes

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    1 comment  ·  Archiving  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  6. At the moment it is only possible to view rejected workflow items by changing the search filter.
    Would it be possible to get a report and/or a daily function to email a report to a selected email address for the rejected workflow items so these can be better managed and viewed.
    Not inding the filter that user friendly.

    8 votes

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    0 comments  ·  Workflow  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  7. 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 votes

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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  8. for invoices coming into fileSMART Workflow through fS Workflow Assist, there are sometimes duplicates sent through but it isn't until the workflow is approved and the accountant sees it in STRATA Master that it is flagged as a possible duplicate. The process could be streamlined if these potential duplicates were flagged in the fileSMART Workflow Invoice tab so that the strata manager is aware and can investigate and reject the invoice if necessary, instead of approving it.

    17 votes

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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  9. The ability to check ABN and GST registration from within fileSMART.

    8 votes

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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  10. At the moment, the PDF attached has a series of letters and numbers as the name of the document. Can that be changed to something recognisable so we don't have to open the file to know what it is?

    9 votes

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    3 comments  ·  Emailing  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  11. When entering the creditor in fileSMART invoice processing workflow it sometimes assumes you are typing one creditor, when in fact you are entering a creditor with a similar name. When you go to change to the correct creditor it gives a warning about changing the creditor which is a time waster.

    10 votes

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    2 comments  ·  Workflow  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  12. to be able to allocate invoice credits to water invoices when they are put through fileSMART Workflow. eg, if tenants pay water in advance, can't utilise the REST Owner and Tenant Water invoicing option

    15 votes

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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  13. would like to be able to merge documents in the Workflow part of fileSMART.

    12 votes

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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  14. 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 votes

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    1 comment  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  15. When making documents available on the portal, there should be a free text field enabling the naming of documents without having to load a portal description

    11 votes

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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  16. Run File Smart PrintMail collations for 4 different REST databases and each collation requires different email settings (SMTP host, Reply To:, Send From:, and Sender Display).
    Would like to be able to run these collations concurrently but at present have to run them consecutively which takes much more operator on-task time.
    Currently, if the settings are changed for a new collation, they kick in for any emails in the current collation that are still to be sent to the SMTP host.

    2 votes

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    1 comment  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  17. Search by address in fileSMART for Strata Master instead of plan number.

    6 votes

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    0 comments  ·  Searching  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  18. workflow built in to automatically send invoices to strata committees for approval. This saves staff members so much time pushing documents from person to person.

    8 votes

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    1 comment  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  19. With the processing of emails and invoices via workflow assist, can we get an option to add the invoices to the owner and/or tenant portals in the workflow routing rules so that option may automatically be set.

    1 vote

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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  20. The user would like to be able to send a note when emailing invoices to workflow assist so that the user who processes the invoices in workflow knows when to put invoices on hold, or pay invoices in a certain way.

    6 votes

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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

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