Document Management
Permanent Folder for Documents
Introduction Some documents in SMSF (like the Trust Deed, Investment Strategy, Pension Establishment docs, Minutes, and Title Search) don’t change often. Instead of uploading them every year, you can move them to the Permanent folder in DMS. Once ...
Understanding OCR Processing in SMSF Sorted
Introduction OCR = Optical Character Recognition, the identification of printed characters using photoelectric devices and computer software. This enables the Cloudoffis search function to locate and direct users to the page the figure or text is ...
Submitting Additional Documents to the Auditor
Introduction If you have already submitted the job to the auditor but later on you have realised a few documents were missing. Here's how you can submit the additional documents to the auditor after submitting the job. Submitting the Additional ...
Managing Documents
Introduction The Document Management System (DMS) in SMSF Sorted is where all fund-related documents are uploaded, stored, and managed. It provides various functionalities for efficiently organizing and handling fund documents. Here's a breakdown of ...
Uploading, Tagging and Roll Forwarding Documents
Introduction The Document Management System (DMS) is a central hub where you can manage documents for various funds. You can upload documents, Run AI, view Client Details, Reimport Lead Schedules, and Organize Documents from this feature. DMS is ...
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 ...