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I created a job by mistake. How do I delete it?
Problem I created a job by mistake. How do I delete it? Resolution From the main Dashboard, select Clients > Manage jobs Right-click the ... icon under Action Select Delete Job. The Delete Job confirmation appears Click Delete to remove the job All ...
Tag & Save and Save Only Option
The option have been released as a part of SMSF Sorted v3.2 which provides the flexibility to users showing the docs on financials line items or not even after including the docs in the DMS of line item folders. Tag & Save Option While bookmarking a ...
Generate Sorted File won't work
Problem When I click on Generate Sorted File, no file is created, and the system looks like it's still generating the file Cause The display has timed out. Hit F5 to refresh your browser. If this is still unsuccessful after a couple of minutes, ...
FAQs: Upgrade to Sorted Lite
Introduction We’ve developed the following frequently asked questions to assist you and your team with your upgrade experience from Sorted Basic to Sorted Lite. What is Sorted Lite? Sorted Lite is a software powered by Cloudoffis that integrates with ...
How to delete Document(s) in Sorted ?
Introduction To remove any document from the DMS, follow these steps given below: Step 1: Go to DMS, select the Fund, and Folder. Step 2: Select the document(s). Step 3: Click on Delete icon Step 4: Click on Yes to to confirm your action. Step 5: The ...