SmartOffice Videos

SmartOffice Fast Class v.331: Customizing List Layouts

Customize how you view columns of information in list layouts.

More Fast Class Videos



Riskalyze SmartOffice Integration

SmartOffice’s integration with Riskalyze makes it easier than ever to ensure that your clients’ investments are right for them.


SmartOffice + PaperClip Mojo

The Paperclip Mojo integration for SmartOffice is an advanced, cloud-based handwriting recognition solution that combines the latest technologies to digitize handwritten forms with unparalleled speed, accuracy, and security.



MyRepChat Integration Beta

MyRepChat is the fully compliant SMS text-messaging platform for bring-your-own-device (BYOD) environments.

Learn more here.


A Sneak Peek at Docupace

Working with Docupace through SmartOffice allows a safe, secure single sign-on to both apps. Not to mention paperless, straight through processing, simplifying your onboarding workflow -- and -- the ability to send SmartOffice notes, letters, and documents to Docupace—keeping your office in compliance.


Training Movies

Immerse yourself in the basics and beyond. Our complete library of SmartOffice training movies is right here!


Carrier Pending Case Downloads for SmartOffice

Carrier Pending Case Downloads for SmartOffice allow case managers to reduce and even eliminate redundant data entry by receiving automated pending case status downloads directly from the carrier home office.