Getting Started with SmartDocs

Follow the steps below to download, install, activate, enter your credentials, and connect to your SmartDocs repository.

Download the SmartDocs Installer

Before installing SmartDocs close all Microsoft® Word and Excel applications. To download the latest version of SmartDocs go to our Downloads page and follow the download prompts. In addition to downloading the installer, you can also download supporting files such as release notes, User and Configuration Guide, and SharePoint template files.

Install SmartDocs on Your Computer

Once the download is complete double-click the SmartDocs Installer to begin the installation process. Follow the steps in the SmartDocs Installer to install SmartDocs on your computer – the installation process takes less than one minute on most computers.

After the installation has completed, close the SmartDocs Installer and launch Microsoft Word. If installation was successful a SmartDocs tab will display in the row of Microsoft Word tabs.

Activate Your Copy of SmartDocs

1. Open Microsoft Word.
2. Click the SmartDocs tab.
3. Click the About drop-down menu.
4. Select Activate SmartDocs.
5. Select Activation Code.
6. Enter your Activation Code.
7. Complete the Full Name and Email Address fields.
8. Click Activate SmartDocs.

Enter Your SmartDocs Credentials

1. Open Microsoft Word.
2. Click the Repositories drop-down menu.
3. Select Repository Connections.
4. Click Default Credentials.
5. Select Windows Credentials or Custom Credentials, depending on how you connect to your SharePoint server.
6. If you selected Custom Credentials, enter your credentials in the Custom Credentials fields. (Skip this step if you selected Windows Credentials.)
7. Click Save.

Create Your SmartDocs Repository Connection

1. Click New in the SmartDocs Repository Connections dialog box.
2. Enter the URL for your SharePoint site.
3. Select the applicable SharePoint Hosting option.
4. Click Next.
5. Select Windows Credentials or Custom Credentials, depending on how you connect to your SharePoint server.
6. If you selected Custom Credentials, enter your credentials in the Custom Credentials fields. (Skip this step if you selected Windows Credentials.)
7. Click Connect.
8. Click Select or Select All.
9. Click Connect.
10. Click OK.

Now you are ready to start using SmartDocs!