Once you have processed all documents in ATO SmartDocs, you can export them to SharePoint by following the steps below.
Use the Filters button on the ATO SmartDocs processing screen to select the documents you want to export. We recommend exporting documents to SharePoint after emailing and notifying clients because a timestamp is added to the footer.
Click Select All after applying filters, or tick each document individually if you do not want to export all documents.
Click the Export to SharePoint button.
A progress window appears showing the total number of documents being exported. Note: SharePoint receives both the main document and the related email or letter. This doubles the number of exported items compared to the number of selected documents.
After the export completes, documents that exported successfully display Completed and the SharePoint icon.
If any documents fail to export, a pop‑up window appears showing the document name and the corresponding error message. You may need to review SharePoint‑specific error information to resolve the issue.