Overview

SmartDocs can save you time for all documents that are not being digitally signed.

By leveraging the capabilities of AI, you can easily upload signed documents to CAS 360 and have them automatically attached to the existing documents in the Global Documents screen.

Navigation

Finding your Firm's Unique Email Address

From the Main Toolbar, go to Settings
Select Email Settings

The SmartDocs email generated for your firm will display at the bottom of the email settings section:

Instructions

Sending Documents to CAS 360 using the Firm's Email Address

After documents have been signed by clients, send an email with the documents attached to the unique email address for your firm.
Once received, CAS 360 will send an email in response outlining if the document has successfully attached itself to the existing Document Pack and if its status has been updated.
- SmartDocs uses the Trace Number to determine where to attach the uploaded document.

The uploaded document will be attached to the Document Pack, accessible on the Global Documents screen.
- To see this document, select Options > Attachments then select the uploaded file:

If signed, the document status will be updated on the Global Documents screen as well.
- This change can be viewed by selection Options > History:

Frequently Asked Questions

The response email from SmartDocs states that the process has Failed, why has this happened?

A brief description of why the document upload has failed is included in the contents of the email. For further details, see the table below:

Failed Message	Description
Failed - Entity not recognised	The entity was not recognised in the documents sent.
Failed - No attachments	No documents were attached to the email.
Failed - File type not supported	The documents attached were not a supported file type (currently only PDFs are supported)
Failed to attach document	SmartDocs could not determine which document pack to attach the document to. Typically this is an issue relating to the Trace Number of the document.

When encountering the above errors, we recommend ensuring the documents are downloaded directly from CAS 360 so that the entity, document type, and trace number is correct.

For any exceptions or if the message does not match one of the above, feel free to contact us at BGL by logging a support call.