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Last updated: 2025-11-21


SmartOffice Editor


Overview


The SmartOffice Editor is a browser-based word processor that enables users to manage correspondence without Microsoft Word. It allows creation, editing, saving, printing, and previewing of letters, emails, and templates with most standard correspondence features.


Note: This feature is unavailable in Australia.


Key Limitations


The SmartOffice Editor has the following limitations compared to Microsoft Word:


  • Email correspondence creation only works through the Correspondence Wizard, not the Launch E-mail command
  • Print operations lack printer and tray selection options
  • Font selection is restricted

Setup Requirements


To enable the SmartOffice Editor:


  1. Navigate to User Preferences - Correspondence Options
  2. Select Browser as the Correspondence Method

Core Features


Opening the Editor


The SmartOffice Editor automatically launches when:


  • Previewing correspondence
  • Using Launch Word commands
  • Opening existing letters from Letter Logs
  • Creating templates

The SmartOffice Tab


The SmartOffice Tab contains SmartOffice-specific buttons including:


  • Template insertion
  • Header/footer management
  • Merge code functionality

Display options vary depending on editing permissions.


Template Management


Users can search and insert letter, envelope, and label templates dynamically by typing template names. This allows for quick access to frequently used templates during the correspondence creation process.


Merge Codes


Insert merge codes in the SmartOffice Editor to pull data about the recipient from the SmartOffice database into a letter. Search or browse functionality enables code selection, with automatic expansion for one-off correspondence. This ensures personalized information is included in each letter or email.


For more information about merge codes, see Templates - Introduction.


Saving


When saving correspondence or templates, you will be prompted to provide:


  • Template name (mandatory)
  • Email subject (for email correspondence)
  • Keywords (for easier searching)
  • Purpose (for categorization)
  • Document category (for organization)
  • HIPAA settings (for compliance)
  • Expiration dates (if applicable)
  • Privacy controls (for sensitive information)
  • Compliance submission options (for regulatory requirements)

Printing


The SmartOffice Editor generates PDF files for download and printing after saving to SmartOffice. This ensures consistent formatting across different devices and platforms.


Related Topics


  • [Correspondence
  • Introduction](/help/pro/correspondence/-/introduction)
  • [Templates
  • Creating and Deleting Templates](/help/pro/templates/-/creating/and/deleting/templates)
  • User Preferences
  • Correspondence Options
  • Correspondence Wizard