Last updated: 2025-07-11
SmartOffice Help System
Recent Updates & Plug-in
Learn about recent SmartOffice updates
To review updates in the last major release, view the release notes.
Smaller updates to address urgent issues are released between major releases (U.S. only).
View the latest list of updates (PDF)
Make sure your plug-in is up to date
Get the latest Microsoft Plug-in for SmartOffice to ensure correspondence, document management, and other features work properly.
Welcome to the SmartOffice Help System. This system provides the latest information on using SmartOffice to manage and grow your business.
Browse through the Help topics for general tips and procedures or use the Search feature to locate specific information.
The Basics
Get started quickly with these essential topics:
- Getting Started – Answers common beginner questions
- Using the Help System – Learn how to navigate this help site
- General Navigation – Master SmartOffice interface basics
- SmartOffice Orientation – Recommended 90-minute training course
Popular Topics
