To copy and configure a Master Document Profile:
Go to Setup > ATO SmartDocs > Configurations.
Select the Document Profile tab.
Click Copy Master Profile.
Tick the checkbox for each Document Profile you want to add.
You can click Select All at the top.
Click Next.
In the Document Profile pop‑up, apply the required settings:
Select the File Name Structure.
Select the Folder Name Structure.
Select whether the document must be Assigned to the Manager.
Tick any other relevant options (for example, if the document is File Only, requires Approval, or is Manually Sent to the client).
Duplicate your Smartdocs browser tab and open a similar document profile in the second tab. Use it as a reference to copy consistent settings.
Apply FYI Configuration Settings (If Applicable)
If you use FYI as your Document Management System, the FYI Configuration section appears at the bottom of the page.
Duplicate your Smartdocs browser tab again and open any existing document profile.
Refer to the FYI Configuration values and copy them into the new profile.
If you skip this step, FYI export will not work correctly.
After you apply all settings, scroll down and click Copy.
Email and Letter Templates
By default, the new document profile uses your Master email and Master letter templates.
If you want to personalise or modify these templates:
Go to Setup > ATO SmartDoc > Configurations.
Open the Email Templates tab and/or Letter Templates tab.
The Master Templates are located in the same area under both tabs.