Smart Records Group

Adding a New User Step 1 To add a new user click on settings on the dashboard. This will prompt the settings page.  Step 2 On the sett...

Managing Departments & Categories Step 1  To manage the departments and categories within your system go into the "Settings" menu and ...

Onsite Storage *If your archives are in an offsite location keep scrolling. Step 1 Click on the orange "Settings" tab on the upper ri...

You can update your user details in the settings tab. Click on the user tab. If you are an admin you will be able to access the details of all user...

Changing or recovering your password is easy. Firstly ensure you are attempting to log into your organisation's specific website address. Your web addre...

Follow these steps if you or your organisation needs to keep track of certain past events that have occurred in your Smart Soft account. Step 1 Clic...

Trusted IP addresses are the ones you have trusted for secure communication. They stop the school getting emails saying that a suspicious login was detected...

To export all the digital documents stored in the software follow the below steps: Step 1 Click on the orange "Settings" tab  Step...

The Smart Soft software has a default email two factor authentication but we also have a SMS two factor authentication option to add an extra layer of secur...

To change the retention schedule of a whole department or category follow the below steps: Step 1 Click on "Settings" and then on "Depa...