File Smart

As MRI Software moves toward implementing cloud-based solutions for our products, we will focus on improving system defects, staying compliant with legislative changes, and any required maintenance to ensure that File Smart continues to best support your business.

Your valuable feedback and suggestions will be used to develop new features and enhancements in Property Tree, MRI’s cloud-based property management software solution, which has been designed to make every part of your work life simpler, easier and faster.

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File Smart

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  1. We'd like to be able to double click on an archived item so it pops out in a separate window. This way, we don't have to go back and forth between documents or even to have multiple windows opened.

    4 votes

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    0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
  2. Fix the water corp download so we can group print to FileSmart & fix it since they did their upgrade, my 2nd page is coming up black, so fixing that so I can go back to printing Directly to Filesmart

    1 vote

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    1 comment  ·  Archiving  ·  Flag idea as inappropriate…  ·  Admin →
  3. Filter option so that you are able to see what you have delegated to other users. This can be because you have made an error and wish to fix before the new user views the document.
    Or for invoices, a user can forget if they have already delegated a particular workflow and would like to check as it may need to be redone again.

    3 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  4. Filter option under the creditor dropdown should only show creditors that have a pending workflow rather than the entire list to be populated.

    3 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  5. The window where you view your filed documents used to show the creditors name and then you could also see the description of that particular document. Now the columns have changed and you have to slide quite a way across to the right to be able to view the description in the notes column to find what you are looking for and then the date column disappears. It a case of slide left slide right just to be able to read the details and find what you are looking for. It is not a good change that has been made…

    2 votes

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    0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
  6. Filter option to include who forwarded you the workflow.

    When approving invoices, it will be much quicker to only view a workflow forwarded to you from a particular user.

    1 vote

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  7. Once an invoice has been work flowed and a creditor selected, we would like to be able to see the payment method that is entered into REST to alleviate incorrect reference being used.

    8 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  8. When searching Individual Lots in FileSmart and entering the lot number that you want to look at example Lot 7, all lot numbers that contain the number 7 come up eg: 17, 27, 37, etc
    Can we make it so that when you enter the lot number that you want to search under the individual strata plan only that lot number comes up .

    7 votes

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    1 comment  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
  9. Some of our committees want to approval all invoices except regular maintenenace.
    When in Filesmart if you untick the box for committee approval and press save and then delegate the invoice to another team member, in our office it’s the admin team. Once it is delegated to admin the tick then re appears even though it was unticked and saved by the manager prior to delegating to admin.
    once the tick is removed and save is pressed the tick should not come back once delegated to another team memebre.

    2 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  10. I would like to see a feature that allows workflow items with comments to be highlighted.

    3 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  11. It would be helpful to have a portal so that search agents can log in and do their searches remotely. Our usual process has in the past been to have the search agent come into the office and use a staff members desktop to search the records.

    Searching of records was made very difficult as many businesses transitioned to working from home during covid-19.

    We had a search agent come in this morning, who advised that all our competitors have a portal that they can log into (we are the only company in our area that uses rockend)

    3 votes

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  12. Hi there,

    Can I please suggest for filesmart to implement to be able to be able to lock up a file with a four digit pin for sensitive information, or click on who can view certain files in filesmart? ..

    Eg . .we had a tenant who was charged by police, my staff wanted to view their application in filesmart that had nothing to do with them.

    Eg… if a staff member is a landlord and doesn’t want the rest of the staff to see their personal details…

    Eg… if the local mayor is a landlord or tenant, their personal…

    2 votes

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    0 comments  ·  Searching  ·  Flag idea as inappropriate…  ·  Admin →
  13. This is quite vague, may not garner any votes because there's no immediate benefit, but is something that should be looked at.

    FileSmart permissions. They're FAR too basic. We wanted to extend to our Accounts Payable staff the ability to search through another user's Workflow queue to look for invoices. In order to do this, I had to give that Accounts Payable staff member ADMIN access. This means they can delete documents, users, passwords etc - all so they can look at someone's queue.

    There should also be the ability to filter permissions based on the document type, specifically for…

    7 votes

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  14. 9 votes

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  15. When printing a document from FileSmart, you should be able to select a page range for the print job. Right now you can only print the entire document.

    This would be acceptable for freeware; not for a commercial application. If we have a 100 page document, it should be a no-brainer that we have the ability to print a single page, or a range of pages from that 100 page document.

    4 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. The pending queue. After you file a document, the next-selected document should be the one underneath (or, in the case where you file the bottom-most file, the document above it). Instead, no matter where you are in your queue, after you file a document the next selection reverts to the top of the queue.

    9 votes

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    0 comments  ·  Archiving  ·  Flag idea as inappropriate…  ·  Admin →
  17. Have an actioned by column in the 'My queue' to identitfy who has work flowed to you without having to look at the individual work flow details for each item

    7 votes

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    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
  18. The lack of keyboard shortcuts should be addressed. I'm a power user and find it frustrating to have to use the mouse to merge/split/archive documents.

    I know it's a minor thing, but the implementation of keyboard shortcuts from a programming perspective is also a minor change.

    I understand a lot of people may not want or need to use keyboard shortcuts, but they should still be available for those of us that do.

    Pretty please?

    7 votes

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  19. We just have implemented FileSmart after using StrataMaster for a number of years.

    I can't understand why the colour is stripped from the TIFF files when they are scanned/printed into the queue.

    This is 2019, people. Black and white just doesn't cut it.

    5 votes

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    1 comment  ·  Archiving  ·  Flag idea as inappropriate…  ·  Admin →
  20. When a creditor code is changed, this update is not repeated in the fileSMART database after a user prompt or done automatically. This can result in documents that were filed under the old code to not appear in a search unless the user knows to specifically look for them under the old details.

    Would it be possible to enter the name of a creditor in the search and have the system find all the documents, perhaps if done by the unique record id for the creditor?

    This would help users find any and all documents for those creditors even if…

    3 votes

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