Introduction 3 Overview of The Smart DMS Getting Started with The Smart DMS Understanding The Smart DMS Architecture
Common 33 Bookmarks How To Add & Remove Bookmarks Clients How to Add a Client Communication Communication Overview Settings Communication Settings Overview Email Settings How to Configure Outgoing Email (SMTP) Settings Email Templates SMS Settings SMS Shortcode & API Settings SMS Message Templates WhatsApp Settings Official WhatsApp API Settings WhatsApp Templates Panel Banners Panel Banners WhatsApp WhatsApp Overview How to Setup a WhatsApp Web Session How to Subscribe to System Updates in WhatsApp Groups Web Push Subscribers Web Push Subscribers Overview Content Management How To Add Content Such As FAQs & Guides Content Management Overview in The Smart DMS Categories Managing Content Categories Tags Managing Content Tags Logs Tracking Actions: Understanding Logs in The Smart DMS Notifications How to Enable/Disable Notifications Roles & Permissions User Roles & Permissions Overview Understanding Roles & Permissions Across Central and Tenant Panels How To Create User Roles Search Using the Global Search Bar in The Smart DMS Settings Authentication Authentication Settings General General Settings Overview Do I Use Tenant-Specific or Central Settings Users How to Register a User How To Update a User & Assign Roles How To Bulk Assign User Roles How To Update Your Profile Biometrics digitalPersona How to Setup digitalPersona U.are.U 4500 Fingerprint Reader
Central 13 Main Dashboard Clients Central Clients Tasks Central Tasks Tenants Tenant Overview — What Is a Tenant in The Smart DMS? How To Create a Tenant Updating a Tenant and Managing Assigned Users Customizing Tenant Labels Payroll Payroll Overview Commissions How to View Your Account Balance Policies Managing Policy Categories Managing Company Policies & Training Manuals in The Smart DMS Subscription How To Renew Your Smart DMS Subscription
Tenant 34 How To Access Different Tenants Tenant Dashboard Attendance Attendances Devices Supported Biometric Devices Settings Attendance Settings Ecommerce Products How To Create Simple Products How to Create Cable Products in Bulk How To Create Variable Products In Bulk Requisitions How To Request Store Items How To Approve Requisition Items How To View Inventory Used in a Task Human Resource Employees How To Update Employees Marketing Marketers How to Create a Marketer Commissions Commissions Overview Uncommissioned Tasks Payroll Advance How Employees Can Request a Salary Advance How To Approve A Salary Advance Request Deductions Employee Deductions Tasks Task Types Task Types Overview How To Create Task Types Task Management Task Statuses Overview How To Create Tasks How To View Unassigned Tasks How To Start a Task How To End a Task How Employees Can Mark a Task as Bounced How To Mark Tasks as Bounced in Bulk How To View Inventory Used in a Task How To Mark a Task as Complete / Done Settings Task Settings Workflows How To Approve Or Decline Transition Requests in Bulk What are Workflows and Transitions? How to Create a Workflow How to Approve or Decline a Transition Request
