Support Centre

Account Set-Up 5

• Invitation to Smartbox
• Create Account
• Password set-up
• Multi-factor authentication
• Account Lockout

Quickstart 1

• Quickstart Guide

User Interface 2

• Smartbox Home
• Smartbox Icons

Resources 2

• Test data
• Insights

Users and Teams 1

• Invite and Manage Users

User Settings 4

• Enabling & disabling user multi-factor authentication
• Multi-factor authentication recovery
• Change your password
• Resetting your password

Company Settings 1

• Enabling and disabling global multi-factor authentication

Smartbox Settings 3

• Annotations
• Regular Expressions
• Dictionaries

Importing Data 2

• Create a Box
• Upload Files

Organising Data 4

• Moving files and folders
• Deleting folders and files
• Item Tagging / Statuses
• Box / Folder / File info

Data deduplication 3

• Data deduplication
• Duplicates Report
• Auto-deduplication

Box Settings 3

• Box Settings
• Analysis Categories
• Security Settings

Report 2

• Dashboard
• Error report

Redaction 2

• Bulk Redaction
• Smartview Redaction

Smartview 4

• Smartview
• Search Terms
• Redacting in Smartview
• Applying redaction annotations

Exporting Data 2

• Exporting data to desktop
• Attaching data to an Information Request

Request Tracker 5

• What is Request Tracker?
• Dashboard
• Step by Step Guide
• Data Import
• Customising email templates

General 16

• Are there minimum system requirements for using Smartbox?
• Can I connect Smartbox directly to my Office 365 or Google accounts to import data?
• Do you offer on-premise solutions?
• Do you offer redaction legal services as well?
• Do you publish your roadmap?

View all 16

Account 4

• How many users can I invite?
• I haven't received my email invitation yet?
• What activities are logged?
• What are the payment terms in Smartbox?

Security 6

• Do you do penetration testing?
• Do you have failover?
• I have lost my second authentication device, how do I log in?
• Is Smartbox.ai secure?
• What is multi-factor authentication (MFA)?

View all 6

Using Smartbox 16

• Can I add my own sets of words to search for?
• Can I export my data as a single PDF (bible)?
• Can I get a data Report for sub-folders only?
• Can I import multiple files at once?
• Can I leave notes for my colleagues?

View all 16

Using SAR Tracker 2

• Why is there a time delay between sending the SAR results and the email going out?
• Can I process an information request without notifications being sent to the subject?

Troubleshooting 12

• Having trouble downloading data?
• I connected a box to my SAR process - why isn't my data showing?
• My folder is stuck processing documents. What should I do?
• My redactions aren't perfectly aligned with the text?
• The progress bar on my Box is complete, but the indicators on the files are still spinning?

View all 12

Security & Compliance 2

• ISO27001 Certification
• Cyber Essentials Plus Certification