PDF Viewer & Tools

PDF Viewer & Tools

PDF Viewer & Tools

Release 3.2 included a new PDF viewer with enhanced tools and additional functionality. The new viewer was a culmination of client feedback and a collaborative development team. Please keep the feedback coming!

We are further developing some of these tools and we will provide a detailed explanation for each once complete. In the interim please review the below video which demonstrates the tools in action and the attached PDF which provides a brief description and image of each tool.







    • Related Articles

    • 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 ...
    • "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 ...
    • Observation Tools

      Observation Tools A brief example of how you might use our provided tools for the Cloudoffis Observations. Cloudoffis has no less than 11 observations and dependent on software these are fully automated or require a quick upload of a report for ...
    • Protected PDF File Restrictions

      Protected PDF File Restrictions Guide under construction
    • Deleting Documents for Accountants

      Deleting Documents Accountants and Administrators using a connected portal cannot delete documents that have been uploaded for audit from their connected audit portal.  Please contact your auditor and request they remove the erroneous document.