SmartOffice Academy

Welcome to SmartOffice Academy! The Academy is here to help Signator advisors learn SmartOffice basics quickly. This series of short lessons is packed with hands-on learning material. Each lesson includes a video and written instructions to help you get up to speed.

Academy Topics

Setup and Contacts

Learn how to navigate SmartOffice, and then dive into the basics of contact management. You’ll learn how to create, modify, group, import and search for contacts; create households and key relationships; enter notes in the SmartPad; and customize fields and list layouts.

Calendar

Harness the power of SmartOffice’s calendar to better manage your time. These lessons show you how to create activities, manage tasks and collaborate with other users.

Investments

Learn how to track your clients' personal finances. These lessons cover viewing account and position values and managing securities.

Integrations

Find out how to speed up your daily workflows by using other applications with SmartOffice.


Browser Setup & Signing In

SmartOffice Pro is compatible with Google Chrome and Internet Explorer 11. Ebix recommends Chrome for the best experience.


Orientation

Before you dive into SmartOffice, it helps to know how to navigate around the application.

This lesson covers the important menus, buttons and other features you should become familiar so that you can use SmartOffice effectively.