Last updated: 2025-09-19
User Guides
Comprehensive user guides for most SmartOffice modules are available here. Click a category to display the corresponding document list and then click the appropriate hyperlink to display the information.
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Table of Contents
- Getting Started
- Setup
- Core System, Configuration and System Administration
- Calendar
- People & Companies
- Sales & Marketing
- Reports
- Insurance
- Investments
- Commissions
- Mobile Solutions
- Utilities and Integrations
Getting Started
Setup
- SmartOffice System Requirements
- Office Settings and Administration Guide
- SmartOffice Desktop Integration User Guide - The SmartOffice Desktop Integration is now called the Microsoft Plug-in for SmartOffice. The documentation is available here.
- Protect Communication History User Guide
- SmartAnalyzer User Guide
Core System, Configuration and System Administration
Core System Guides
- Alert Center User Guide
- Contact Export User Guide
- Data Import User Guide
- Data Validation User Guide
- Enterprise View User Guide
- Filters, Sets and Dynamic Reports User Guide - See Filters, Sets, or Dynamic Reports.
- Home Page and Dashboards User Guide
- List Layout Customization User Guide
- Release Notes
Calendar
People & Companies
- Contact Export User Guide
- Contacts and Businesses User Guide
- Duplicate Records User Guide
- Filters, Sets and Dynamic Reports User Guide - See Filters, Sets, or Dynamic Reports.
- SmartRecruiting User Guide
- SmartWholesaler User Guide
Sales & Marketing
Reports
- Filters, Sets and Dynamic Reports User Guide - See Filters, Sets, or Dynamic Reports.
- PDF Reports User Guide
- Production Dashboard Setup User Guide
- SmartExcel Report Plug-in User Guide - Documentation for this feature is now part of Microsoft Plug-in for SmartOffice Help.
Insurance
- SmartBenefits User Guide
- SmartCaseManager User Guide - See Advisors/Agencies, Pending Cases, and Policy/Case Setup.
- SmartPolicies User Guide
- Policy Import and Rider Import User Guide - See Policy Import and Rider Import.
- SmartView for Advisors Admin User Guide
- Production Dashboard Setup User Guide
- Inforce Policy Import User Guide
- Insurance Sync User Guide
Investments
- SmartInvestments User Guide
- SmartInvestments Sample Reports
- SmartView for Clients User Guide
- SmartView for Advisors Admin User Guide
- Investment Data Downloads User Guide
Commissions
- Advisor Payment Import User Guide
- SmartCommissions User Guide
- SmartCommissions for Advisors User Guide
- SmartCommissions Checklist
- SmartCommissions Rate File Quick Start Guide
Mobile Solutions
Utilities and Integrations
Utilities
- E-mail Queue User Guide
- Exchange Sync and E-mail Posting (for enterprise customers)
- Job Queue User Guide
- Microsoft Plug-in for SmartOffice User Guide
- SmartOffice for Microsoft 365
Integrations
- AdvisoryWorld
- Albridge Applink
- Albridge Web Services
- Amazon Simple Email Service (SES)
- Cisco Webex
- Constant Contact
- Copytalk
- Deft Sales
- Docupace
- DTCC
- DYMO Labels - Documentation for this feature is now part of Microsoft Plug-in for SmartOffice Help.
- eMoney
- Finance Logix
- Data Aggregation Services - See Investment Data Downloads User Guide.
- Financial Media Exchange (FMeX)
- Fidelity Wealthscape
- FMG Suite
- Google Contacts, Google Calendar and Gmail
- GReminders
- Inforce Policy Import
- Insurance Sync
- Intellisys
- Investment Data Downloads
- IP Telephony
- IXN
- Laser App
- Laser App Anywhere
- Laserfiche
- Managing Plug-in Services
- MarketingLibrary.net
- MarketingPro
- MassMutual PAAR
- Microsoft Exchange
- Microsoft Office/Microsoft 365
- Mobile Assistant
- MoneyGuidePro
- Morningstar Export Utility User Guide
- MyNameFlow
- MyRepChat
- National Financial Services - See Fidelity Wealthscape.
- National Insurance Producer Registry (NIPR)
- Orion
- PaperClip eM4
- PaperClip Mojo
- PaperClip vcf4Life
- Paperless Solutions Group
- Pending Case Download
- Pershing NetX360
- PlanFacts
- Portfolio Pathway
- PreciseFP
- Profiles (Advicent)
- Profiles Professional (Advicent)
- Prudential 2-Way Requirements
- Quik! Forms App
- ReadyDoc
- RightCapital
- Riskalyze
- SEI
- Service Providers
- SmartResource for Carrier-Plan Data User Guide
- ucplus
- Veo
- VitalLTC
- VitalQuote
- VitalSigns
- WinFlex Web
- Zapier
- Zocks
- Zoom