Access Tax

Learn how to enable the noPIN feature for sending documents to clients

Send emails without a PIN

Set up Gmail (SMTP) connection

Set up Office Exchange (SMTP) connection

Troubleshooting issues where clients are are not receiving your emails.

Emails not received by clients

Use this procedure to help clients troubleshoot issues opening documents received through secure email links.

Client cannot open documents via email link

Reasons for client emails not being delivered

Reconnect the Office 365 API

Use this procedure to allow clients to send emails from their server using the SendGrid SMTP relay.

Configure SendGrid

Configure SmartDocs so it can send documents to your clients from one Office 365 mailbox

Set up the Office 365 API

Common SMTP errors

Client’s email address is being replaced by Approvers within a Workflow

Emailing

Privacy Policy

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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