Administration
Setup & configuration options.
48 articles
- ATO SmartDocs - Change your ABN and ATO SmartDocs licence transfer FAQs
- Navigate the Help Centre
- Configuration – General - iPracticeHub
- Configuration – Integration (iPracticeHub)
- Create a custom Word form
- Daily PINs for email clients
- The ATO SmartDocs Digital Assistant
- Complete the initial setup
- Invoice and billing enquiries
- Set up task types
- Add or Modify a Document Type Email Template
- Add or Modify a Document Type Letter Template
- Add or Modify the Master Email Template
- Add or Modify the Master Letter Template
- Configuration - Assessment Type Templates
- Fee from Refund/Deduct Fee
- Configuration – Document Identifier
- Configuration – Document Profile
- Configuration – Email
- Email Templates
- Configuration - Integration SmartDocs
- Configuration - Letter Templates
- Configuration – Method Wording
- Configuration – Report (Document Processing and Staff Activity Report)
- Configuration – SMS
- Copying a Document Profile Down from the Master Profile
- IntelliSMS - Top up Credits
- Restricted Clients - ATO Portal
- SmartBot Configuration
- SMS Templates
- Configuration - General - SmartDocs
- Configuration - Mailing Addresses