SmartDMS
// Getting started

The SmartDMS Guide

Everything from your first upload to approval chains and plain-English search — in thirteen short chapters.

// Chapter 01

Welcome to SmartDMS

SmartDMS reads supported documents you upload or email, classifies and summarizes them, applies matching filing rules, and flags supported review conditions. This guide walks you from a brand-new account to an automated document pipeline — each chapter takes a few minutes.

What happens to a document

Supported documents can move through the same journey whether you upload them or a vendor emails them in:

  • Read. SmartDMS extracts the text — including from scans and photos, which are OCR'd automatically.
  • Understand. AI classifies the document type, writes a one-sentence summary, and pulls out the structured fields that matter — vendor, amounts, dates, signatures, barcodes.
  • File. When a routing rule matches, it moves the document into the configured folder after classification.
  • Flag. Supported anomalies — such as a possible duplicate invoice, a changed bank account, or an expiring contract — land in the review queue for a person to decide.
  • Find. Ask questions in plain English ("invoices over $5,000 last month") and get answers built from your own documents.

You stay in control throughout: typed extracted fields are editable, review decisions are logged, and the source documents stay available.

The chapters

02Create your accountSign up, pick a plan, complete checkout, and start your 7-day free trial.03First uploadSupported formats, what the AI reads and extracts, and how to watch processing live.04Email intakeYour organization's private intake address, supported document handling, and quiet-drop behavior.05Folders & auto-filingCreate folders, then let routing rules file matching documents after classification.06Review & correctEdit typed extracted fields inline — including the ones the AI left blank.07Approvals & tasksApproval rules, anomaly flags, and sign-off chains — one review queue for all of it.08SearchAsk questions in plain English and get answers cited to your own documents.09TeamRoles, per-member permissions, and the email invite flow.10Plans & billingHow page-based billing works, and what you can manage from the Billing tab.11Audit & complianceThe activity trail, verifiable exports, and permanent data erasure.12Industry setupChoose industry ecosystems that extend classification and retention behavior.13FAQQuick answers when something doesn't look right.