Technical Documentation

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For a complete list of every feature within SmartyFile, see below.

Decorative icon to signal My Profile

My Profile

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Accessing SmartyFile

Decorative icon to signal My Organisations

My Organisations

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My Submissions

SmartyFile features by user role

All SmartyFile users

My Profile

My Organisations

My Submissions

  • Register / log in

  • Edit user details

  • File storage (personal)

  • Pre-fill information

  • Create a new organisation

  • Request to join an existing organisation

  • Search submissions*

  • Sort submissions*

  • Delete draft submissions*

  • Archive or unarchive submissions*

  • Share a submission*

*Note: The features under My Submissions are only applicable to submissions you own. If you're a member of a SmartyFile organisation, the ability to view, edit, and search across all of your organisation’s submissions will depend on your user role. Note that you cannot share a submission unless you are a part of a SmartyFile organisation.

Administrators only

My Organisations

My Submissions

  • Manage organisational details

  • Manage file storage

  • Manage users and permissions

  • Manage MFA

  • Assign existing submissions to the org*

  • Remove submissions from the org

  • Change owner of a submission

  • Share submissions

*Note: Users with the Author role and Create/Start permissions can also assign submissions to the org, but only for submissions that they own.

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