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Our Knowledge Base has moved!

Knowledge Base

SmartAdvocate Connect 2024 - Presentations
SmartAdvocate Connect 2024 - Presentations
December 2023 Monthly Training Workshop: Managing Intake - The Call Is Coming From Inside The House
December 2023 Monthly Training Workshop: Managing Intake - The Call Is Coming From Inside The House
Training Workshops & Webinars
Training Workshops & Webinars
Highlights including Webinars & Workshops (v2024)
Highlights including Webinars & Workshops (v2024)

Results will update as you type.

Tip of the Week - Tip Archive
SmartAdvocate Integration Partnership Opportunities
Integration APIs
SmartAdvocate Cloud (SaaS) Security
v2024 Release Notes
QuickBooks (Desktop)
Office Server vs Hosted Server vs Cloud
SmartAdvocate - Self-hosted vs Cloud

Calendars

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Admin (v2024)

Updated Apr 29, 2025

We have moved to a new Knowledge Base! Please visit https://smartadvocate.na4.teamsupport.com/knowledgeBase

Admin (v2024)

System Parameters

System Parameters (Internal)

Users

User Permission Groups

Case Menu Configurator

Added create documents page

Visit www.smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.

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