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When you launch Word with the '''SmartDoc''' installed in the correct location, you will normally see the SmartDoc toolbar. The first time you install the SmartDoc, you need to input your [[SmartSimple]] [[Username|username]] and [[Password|password]]. The following messages will be displayed.
[[Image:Apl118.png]]
[[Image:Apl119.png]]
The SmartDoc toolbar will be displayed:
[[Image:Apl120.png]]
If the toolbar is not displayed, then choose the '''Tools''', '''Templates and Add-ins''' [[Menu|menu]] to make sure the template is loaded.
[[Image:Apl121.png]]
If the template is not listed in the '''Global Templates and Add-ins''', then you have not copied the SmartDoc template to the correct location.
=Setting the User Options=
1. Click the '''SmartDoc Options''' button.
[[Image:Apl122.png]]
The SmartDoc Options window is displayed:
The SmartDoc Options consist of the following settings:
[[Image:Apl123.png]]
* [[Username]] - The same name you use to log into [[SmartSimple]] using a Web [[Browser]].
* [[Password]] - Your normal [[SmartSimple]] [[Password|password]].
* Using [[SSL]] (port 443) - Select this option if your company is using Secure Socket Layers ([[SSL]]) to connect to [[SmartSimple]]. If in doubt, consult your [[System Administrator|administrator]].
* [[Alias]] - Your organization's [[SmartSimple]] "entry point".
* HTTP Port - Defines the communications port used in your copy of [[SmartSimple]]. Normally this will be '''Port 80'''. Check with your [[System Administrator|administrator]] if this port does not work. You don't need to change this setting if you use [[SSL]].
* '''Date Format''' - Defines the format that will be used when dates are added to a Word document from [[SmartSimple]].
* [[SmartSimple]] [[URL]] - The [[alias|alias]] is your organization's [[SmartSimple]] "entry point" (i.e. for ACME it would be acme.smartsimple.com).
Do not use a www or http:// prefix.
* '''Resume Processing/Document Merging''' - Choose the option required for both resume processing and document merging. Select both check boxes.
=SmartSimple URL Samples=
[[Image:Apl116.png]]
1. Set the [[Username|username]] to the name you use to log into [[SmartSimple]].
2. Set the [[Password|password]] to your [[SmartSimple]] [[Password|password]].
3. Set the [[Alias]].
4. Set the [[URL]].
5. Set the '''Resume processing and Document merging''' check boxes.
[[Image:Apl124.png]]
6. Click the '''OK''' button.
The '''SmartDoc''' [[Menu|menu]] is redisplayed with buttons appropriate to the options that you selected.
[[Image:Apl117.png]]
You can reconnect without restarting word by clicking the '''Connect to SmartSimple''' button.
[[Image:Apl126.png]]
In future, you will be automatically connected to [[SmartSimple]] every time you start Word.
[[Category:System Management]][[Category:Applications]][[Category:Applicant Tracking]]
[[Image:Apl118.png]]
[[Image:Apl119.png]]
The SmartDoc toolbar will be displayed:
[[Image:Apl120.png]]
If the toolbar is not displayed, then choose the '''Tools''', '''Templates and Add-ins''' [[Menu|menu]] to make sure the template is loaded.
[[Image:Apl121.png]]
If the template is not listed in the '''Global Templates and Add-ins''', then you have not copied the SmartDoc template to the correct location.
=Setting the User Options=
1. Click the '''SmartDoc Options''' button.
[[Image:Apl122.png]]
The SmartDoc Options window is displayed:
The SmartDoc Options consist of the following settings:
[[Image:Apl123.png]]
* [[Username]] - The same name you use to log into [[SmartSimple]] using a Web [[Browser]].
* [[Password]] - Your normal [[SmartSimple]] [[Password|password]].
* Using [[SSL]] (port 443) - Select this option if your company is using Secure Socket Layers ([[SSL]]) to connect to [[SmartSimple]]. If in doubt, consult your [[System Administrator|administrator]].
* [[Alias]] - Your organization's [[SmartSimple]] "entry point".
* HTTP Port - Defines the communications port used in your copy of [[SmartSimple]]. Normally this will be '''Port 80'''. Check with your [[System Administrator|administrator]] if this port does not work. You don't need to change this setting if you use [[SSL]].
* '''Date Format''' - Defines the format that will be used when dates are added to a Word document from [[SmartSimple]].
* [[SmartSimple]] [[URL]] - The [[alias|alias]] is your organization's [[SmartSimple]] "entry point" (i.e. for ACME it would be acme.smartsimple.com).
Do not use a www or http:// prefix.
* '''Resume Processing/Document Merging''' - Choose the option required for both resume processing and document merging. Select both check boxes.
=SmartSimple URL Samples=
[[Image:Apl116.png]]
1. Set the [[Username|username]] to the name you use to log into [[SmartSimple]].
2. Set the [[Password|password]] to your [[SmartSimple]] [[Password|password]].
3. Set the [[Alias]].
4. Set the [[URL]].
5. Set the '''Resume processing and Document merging''' check boxes.
[[Image:Apl124.png]]
6. Click the '''OK''' button.
The '''SmartDoc''' [[Menu|menu]] is redisplayed with buttons appropriate to the options that you selected.
[[Image:Apl117.png]]
You can reconnect without restarting word by clicking the '''Connect to SmartSimple''' button.
[[Image:Apl126.png]]
In future, you will be automatically connected to [[SmartSimple]] every time you start Word.
[[Category:System Management]][[Category:Applications]][[Category:Applicant Tracking]]
