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Configuring SmartDoc and Setting the User Options

191 bytes added, 21:16, 19 October 2017

deprecating

'''[http://smartsimple.com/files/113/f102251/Configuring_SmartDoc_and_Setting_the_User_Options_viewlet_swf.html View It Here]'''{{Deprecated}} 

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.

=Setting the User Options=

1. Click the '''SmartDoc Options''' button.

[[Image:Apl122.png]]

[[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]].

* [[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 options required for both resume processing and /or 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 and the '''SmartDoc''' [[Menu|menu]] is redisplayed will be displayed with buttons appropriate to the options that you selected. In future, you will be automatically connected to [[SmartSimple]] every time you start Word.

[[Image:Apl117.png]]

You can reconnect without restarting word by clicking the ==Troubleshooting=='''Connect to SmartSimpleIssue:''' buttonUser Settings are not stored* If you use MS Word as your e-mail editor within Microsoft Outlook it may interfere with SmartDoc. This is because when you open MS Outlook it also opens MS Word, but does not fully load the MS Word Template. Then when you open the full version of MS Word it cannot access the stored settings. You will have to enter the settings manually. The settings will be retained throughout your session. If MS Outlook is not open this will not occur.

'''Solution:''' Do not use MS Word as the MS Outlook editor. This setting can be changed within MS Outlook via the '''Tools''' menu > '''Options''' > '''Mail Format'''::[[Image:Apl126Outlook.png]] In future, you will be automatically connected to [[SmartSimple]] every time you start Word.

'''Issue:''' Login Error

'''Solution:''' Please verify that your login credentials are correct. Additionally, if your password contains the % sign, MS Word may not accept it.

==See Also==* [[Category:System Management]][[Category:Applications]][[Category:Applicant TrackingSmartDoc for Microsoft Word Overview]]

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Chin

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