Once ATO SmartDocs SmartBot has been turned on for your practice, then the SmartBot configuration menu will be available to those staff that you have specified should have access.
This SmartBot tab is located under Setup > ATO SmartDocs > Configurations.
Any changes made to the SmartBot configuration settings will apply next time the SmartBot button is clicked under ATO SmartDocs processing.
Please carefully consider any changes that are made to these configuration settings as they affect any user that has access to run the SmartBot process in ATO SmartDocs.
Summary of SmartBot settings
Step | Explanation |
Import Documents | Any documents that have been downloaded via the ATO API but have not yet been imported into ATO SmartDocs will be imported |
Process Documents | Any documents that have been imported or dragged and dropped into ATO SmartDocs and have not yet been processed will be processed. |
Bulk Send | Any documents that have been processed, have not been sent for Approval and have a valid email address and mobile number will be sent out to the client. |
Export | Exports documents, emails and letters to your Document Management System, eg. FYI, SuiteFiles, HowNow X |
Download | Generates an Archive.zip file which contains a copy of all Documents, Letters and Emails from ATO SmartDocs where the client has been notified. |
Delete | Deletes all completed documents (client has been notified and documents have been exported or downloaded) from ATO SmartDocs processing. |