/
Can you save new documents directly into SA?

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

Can you save new documents directly into SA?

This content is archived.
We have moved to a new Knowledge Base! Please visit https://smartadvocate.na4.teamsupport.com/knowledgeBase
Learn more

Yes!

Create a blank word template and save it into SmartAdvocate, rename the document and open it from the case. You can then make edits and save them back to the system like you would for any other template in the system.

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