Overview
The SmartDocs 360 Mobile App allows users to access SmartDocs 360 quickly and take pictures of documents using their phones, which they can then upload to SmartDocs 360 for processing.
Installation
The BGL SmartDocs Mobile App can be downloaded from your app store
- iOS Users: Download from the App Store
- Android Users: Download from the Google Play Store
Open the app and Sign in
Once you have signed in, you will need to select an entity.
| iOS | Android |
Documents Screen
Once you have selected an entity, you will be brought to the Documents screen.
| iOS | Android |
- The
allows you to upload pre-existing photos or files stored on your mobile phone to be processed by SmartDocs 360
- The search bar allows you to find documents in SmartDocs 360 quickly, and the filter can set what type of document is currently being displayed.
iOS Android
- Selecting any of the documents will open up the document, with the ability to review and save changes to the data pulled by SmartDocs 360.
iOS Android - You can take a picture of a document in the SmartDocs 360 app to have it uploaded and processed.
- This button leads to the profile screen.
Profile Screen
The Profile Screen allows you to change entity, change firm, enable or disable Biometrics Login and logout.
| iOS | Android |
- Allows you to change the entity currently selected.
- The SmartDocs Email grants you the ability to send documents to SmartDocs 360 for the program to process and extract. Please note that the email does not check for spam and will process every email received. Please be mindful who receives the email address.
- Lets you change firm if you have access to multiple SmartDocs 360 subscriptions.
- Here you can enable Biometrics login (Face ID, Fingerprint) to login quickly and efficiently.
- The About section lets view the privacy policy and the Terms and Conditions, as well as send feedback directly to the product team.
iOS Android
- Logs you out of the app
- Switches back to the Documents tab.