SmartDMS
// Getting started

The SmartDMS Guide

Everything from your first upload to approval chains and plain-English search — in thirteen short chapters.

// Chapter 01

Welcome to SmartDMS

SmartDMS reads supported documents you upload or email, classifies and summarizes them, applies matching filing rules, and flags supported review conditions. This guide walks you from a brand-new account to an automated document pipeline — each chapter takes a few minutes.

What happens to a document

Supported documents can move through the same journey whether you upload them or a vendor emails them in:

  • Read. SmartDMS extracts the text — including from scans and photos, which are OCR'd automatically.
  • Understand. AI classifies the document type, writes a one-sentence summary, and pulls out the structured fields that matter — vendor, amounts, dates, signatures, barcodes.
  • File. When a routing rule matches, it moves the document into the configured folder after classification.
  • Flag. Supported anomalies — such as a possible duplicate invoice, a changed bank account, or an expiring contract — land in the review queue for a person to decide.
  • Find. Ask questions in plain English ("invoices over $5,000 last month") and get answers built from your own documents.

You stay in control throughout: typed extracted fields are editable, review decisions are logged, and the source documents stay available.

The chapters