SmartOffice v5.1 - SmartLink for Intellisys User Guide

SmartOffice v5.1 - SmartLink for Intellisys User Guide
SmartLink for Intellisys
User Guide
Copyright 1998-2006, E-Z Data, Inc.
All Rights Reserved.
No part of this documentation may be copied, reproduced, or translated in any form without the
prior written consent of E-Z Data, Inc.
All product names are trademarks of their respective manufacturers or organizations.
918 E. Green Street
Pasadena, CA 91106
Web: http://www.ez-data.com
Telephone: (626) 585-3505
Fax: (626) 440-9097
U.S. toll-free fax: (800) 779-3123
SmartOffice® v5.1 – SmartLink for Intellisys User Guide
Revised: 08-21-06
Introduction
This guide outlines the use of the Intellisys (ExamOne) Integration module for SmartOffice®
Online (SOO) version 3.5.9 and higher. The integration of this application involves being able to
view a contact’s existing documents that are linked at the Intellisys (ExamOne) Web site from
SmartOffice Online. This module is available as a separate add-on to SmartOffice Online. For
information on purchasing the Intellisys (ExamOne) Integration module, please contact the E-Z
Data Sales Department, www.ez-data.com. For more information on the Intellisys (ExamOne)
application, please visit www.examone.com. For information on the Azalea bar code font please
visit www.azelea.com.
Requirements for the Intellisys Integration
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•
•
•
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A User Name and Password to the Intellisys Web site
SmartOffice Online v3.5.9 or higher
SmartCaseManager license
The Azalea Bar code font C128
Intellisys integration rights
Using the Intellisys Integration
1. From the SmartOffice Pending Case Summary or Detail tab, click the Intellisys button.
2. Enter the Intellisys User Name and Password and then click the OK button.
SmartOffice® v5.1 – SmartLink for Intellisys User Guide
Revised: 08-21-06
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3. Enter the User Name and Password when prompted. If prompted to download a
file/software/security certificate from Intellisys (ExamOne), please do so in order to display
the files that are stored on their site.
4. Based upon the Pending Case case ID or Unique case ID, the user will be taken to the
document storage for that particular contact/case ID.
SmartOffice® v5.1 – SmartLink for Intellisys User Guide
Revised: 08-21-06
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5. Click on a Title hyperlink to display the corresponding information.
SmartOffice® v5.1 – SmartLink for Intellisys User Guide
Revised: 08-21-06
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