Basic Reference to Get Started:

• Complete Basic Quick Reference Guides
• How to Turn Off Pop-Up Blockers
• How to Log into Smart Trac
• Smart Trac Home Page Overview
• How to Create a New File
• How to Create a New Flie through a Property Search
• How to Add a To Do Template
• How to Work From Your To Do List
• How to Add or Remove a Buyer or Seller
• How to Add or Remove a Service Provider
• How to Order Services
• How to Fax a Document
• How to Upload a Document
• How to Update External Systems Accounts
• How to Import or Export Data
• How to Change Phases or Status
• How to Create a Document Package
• How to Email a Document from Smart Trac
• How to creating an Archive Report

 References for Settings (Preferences):

• Complete Quick Reference Guides for Settings
• How to Verify Your Personal Information
• How to Update Your Notifications
• How to Change Your Display Settings
• How to Update Your Favorite Service Providers
• How to Update Your External Systems Accounts
• How to Customize To Do Templates
• How to Share File Access
• How to Update your Personal Profile Page
• How to Run a File Activity Report
• How to Run a Service Order Report

 References for Brokers and Office Administrators Only:

• Complete Quick Reference Guides for Brokers and Office Administrators
• How to Access Office Files
• How to Use Office Maintenance
• How to Use User Maintenance
• How to Add a User
• How to Update a Office Profile Page
• How to Run a Office File Activity Report