Quick user guide
Things covered under this section: Add administration to Smartbooqing User and User Roles Add a User Editing User Add division...
Read more...
Read more...
How can we help?
Getting started
-
-
Client (New organisation) Registration
Smartbooqing client registeration steps Start: Click here to open the registration page. On this page you can click on...
Read more... -
Guidelines for signed up user
In this article you will find information about: Imported administration Upload invoices Help section Action you can take The first...
Read more... -
Guidelines for user added by colleague
In this article you will find information about: Assigned administration Upload invoices Help section Action you can take The first...
Read more... -
Managing users
In this article you will find information about: How can I go to the user section? How to create a...
Read more... -
Supported files
In this article you will find information about: Sending files from portal Sending files from emails Sending files from mobile...
Read more... -
Uploading files via web portal
In this article you will find information about: How to upload files via the portal Checking the upload queue Checking...
Read more... -
Tracking received files
In this article you will find information about: Where can I check the uploaded files? Status of the received UBL...
Read more... -
Reviewing documents
In this article you will find information about: About the Review page How can I go to the Review page?...
Read more... -
Review comments
The Smartbooqing system generates review comments wherever a review is required by the reviewer. The system applies checks and highlights...
Read more... -
Archive
In this article you will find information about: What is the archive section and how to access this section Filters...
Read more... -
Scan Email id
In this article you will find information regarding Scan email id information available for users to send files for...
Read more... -
Smart Search
Searching in Organization: If “Smart Search” is used on the Organization dashboard, then the feature will search through all Administrations,...
Read more... -
Improvements to our statistics on the User and Administration Dashboard
User Dashboard: A new column “Rejected in the last 30 days” has been added. The number of files that have...
Read more... -
Show/hide Widgets and Columns on our dashboards
Our users can now choose which widgets they would like to see on the User or Administration dashboards. They can...
Read more...