Course curriculum

    1. Welcome to ATO SmartDocs Configurations

    2. In this Course

    3. An Overview to ATO SmartDocs Configurations

    1. Practice Profile

    2. Email Notifications

    3. Practice Profile Settings - Knowledge Check

    1. Account Profile and Two-Factor Authentication (2FA)

    2. User Management - Knowledge Check

    1. General Configurations

    2. Document Profiles

    3. Customising Letter & Email Templates

    4. Where to Find & Edit Templates

    5. Document Profile and Template Configurations - Knowledge Check

    1. XPM Integration & ATO Smart Docs

    2. XPM Integration & HubData Demonstration

    3. Document Management Integration

    4. Document Management Integration Demonstration

    5. SMS Wording Configuration

    6. SMS Configuration Demonstration

    7. Hub Data & Integrations - Knowledge Check

    1. ATO SmartDocs Configurations - Summary

    2. The Path to Success

About this course

  • 22 lessons
  • CPD: 1.5 hours
  • Practice Manager / Partner

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