Anthony Eidt

OverviewAnnotations serve as a collaborative tool that allows users to append notes and responses directly to specific fields within a record. By utilizing field-level annotations, users can modify...

OverviewThe Assignment Grid feature offers a more effective method for adding Users to UTA records in the context of a Consumer/Provider relationship.It enables the imposition of restrictions on th...

Overview SmartSimple offers the capability to designate allocations and execute payments against specific budgets, enabling administrators to establish intricate budget allocation and attribution m...

OverviewThe Payment Scheduler facilitates the generation of multiple payments in batch, thereby streamlining the payment scheduling process. It permits the scheduling of Level 2 payments from a Lev...

Overview   SmartSimple provides a comprehensive array of features and methodologies to facilitate the routing of payments generated within SmartSimple directly to any financial system. The integra...

Configuring Global Settings1. In order to establish an initial connection with Adobe Acrobat, an Integration Key will need to be created from: System Administration (gear icon) >> Global Settings >...

OverviewPrior to configuring a Web Page View for online signing, it is essential to ascertain the following: Whether you are working with a new or an existing Web Page View The method by which you ...

Configuring Global Settings1. Navigate to:System Administration (gear icon) >> Global Settings >> Integrations (tab) >> Inegration Key Management2. Click on New Integration Key. You will be present...

My instance is running slowlyFirst ensure your internet connection is stable - if has been verified then ensure any active web browser plugins have been disabled. You may also check our Announcemen...

Overview This article delineates the procedures for archiving and unarchiving records within the SmartSimple Cloud system. It addresses the management of records' visibility by toggling their archi...