DMS and Tagging Documents
Organise Documents
Introduction Introducing the enhanced Organise Documents feature in Sorted, offering streamlined document management. Users can now easily filter, remove roll forwards, and delete all bookmarks in just one click. With improved icons and intuitive ...
MS Plugin- Sorted
This article will cover the process of downloading and using Microsoft Office Plugin. What is MS Plugin? This plugin will allow Cloudoffis to integrate seamlessly with MS Office. It will allow you to create, edit and save documents using Microsoft ...
Configuring FYI Docs with SMSF Sorted & Using the Integration
Introduction With this newly added feature, we have developed the functionality to Upload Documents directly from FYI Docs into SMSF Sorted and Save the Sorted Workpaper file into FYI Docs once generated. Configuration Step 1:- Once logged in to the ...
Uploading documents to auditors after a job has been submitted
Overview Prior to the SMSF Sorted 3.0 release, the process of uploading additional documents to the auditor after a job was submitted was reliant on an auditor raising a query to the SMSF Sorted firm, and the extra documentation sent as an attachment ...
PDF viewer issue when closing a document
Overview Some users have experienced a crash of the PDF viewer when closing a document in SMSF Sorted's DMS. This article will explain the circumstances where this occurs, and how to avoid it occurring. Issue When closing a PDF from DMS, some users ...
Tagging from the Financial Position & Operating Statement
Overview This article will take you through the process of searching items from the financial statements that have been imported from your SMSF administration software. Tutorial Video Tagging from the Financial Position & Operating Statement After a ...
Tagging documents from DMS
Overview This article looks at how to tag documents from DMS Tutorial Video Clearing the Unsorted Folder After uploading documents to DMS, one of the first tasks often done is to clear the Unsorted Folder. From the Job Dashboard, click on the ...
How do I know what OCR status a document is?
Overview With the introduction of automatic OCR of uploaded documents in the 2.3 November 2020 release, the OCR Status column in DMS has been removed and replaced with specific document icons to represent each status. This article will explain how ...
Bulk document management
Overview This article will outline how users can perform various actions on multiple documents at a time through DMS. Bulk Actions When viewing each folder in DMS, users will see a checkbox next to each document, as well as one in the headings to ...
Searching for documents in DMS
Overview One of the primary uses for SMSF Sorted is to store relevant documents for a fund each year. This article will look at the various search options available to you to find specific documents after they have been uploaded Navigating to DMS ...
"This file is not in PDF format" message when bookmarking an uploaded PDF file
Problem When bookmarking files uploaded to SMSF Sorted, you may see a message that the file is not in PDF format. This article will explain why this occurs, and how to rectify it. Cause This message will appear if the file being tagged for ...
Navigating around DMS in SMSF Sorted
Overview SMSF Sorted's Document Management System (DMS) is a key part of the overall system. This article will give a high-level overview of how to navigate around the DMS. The DMS The DMS is accessible from the business level dashboard by clicking ...
Class reports automatically imported and tagged
Overview When importing a lead schedule into SMSF Sorted from Class, a number of reports are imported via API. This article outlines which reports are imported. Imported reports from Class Activity Statement Preparation Report *only if the fund is ...
Do comments of a tagged document get sent to the Auditor from SMSF Sorted?
Problem Do comments of a tagged document get sent to the Auditor from SMSF Sorted? Resolution Yes, comments made on the PDF Sorted File will be sent across to the auditor as part of the Sorted File file generated prior to the job being submitted to ...
How do I find a document once I've tagged it and moved it from "Unsorted"?
Problem Support is often asked how to find a specific document after it has been tagged and moved from the Unsorted folder. This article will explain how to locate any tagged document. Resolution To locate the documents, from the Job Dashboard, go to ...
Can I add password protected PDFs to SMSF Sorted
Query Can I add password-protected PDFs to SMSF Sorted? Answer No, not currently. A message will be displayed to advise if the file is protected. You would need to remove the password protection, then upload. NOTE: Once uploaded, you are able to mark ...
How to Delete a tag
How to Delete a Tax Once a tag has been placed on a document it can be removed using the following steps. Open the Document Click on the green bookmark icon. Click the X next to the relevant bookmark in the Bookmarks column to the left of the main ...