Using Smartbox

Can I add my own sets of words to search for?
We allow you to add Business Terms simply by uploading a spreadsheet or entering them manually. Click here to see how.
Thu, 16 Dec, 2021 at 2:23 PM
Can I export my data as a single PDF (bible)?
Your data can be exported as a single PDF (bible) but it does not include an index. Simply select the Single PDF option during the export wizard.
Tue, 7 Sep, 2021 at 10:50 AM
Can I get a data Report for sub-folders only?
No, we only calculate the stats for entire box contents. If you need to work with subsets please upload them to separate boxes.
Mon, 6 Sep, 2021 at 3:14 PM
Can I import multiple files at once?
Yes - the easiest approach is to compress all your data into a ZIP file - or export it as a PST from Office365 or similar - and then drag & drop that...
Mon, 6 Sep, 2021 at 3:05 PM
Can I leave notes for my colleagues?
Yes - in Smartview there is a 'notes' button at the top-left of the screen. From there you can write notes for your colleagues to review. C...
Mon, 6 Sep, 2021 at 3:05 PM
Can I view the output / results of OCR?
If a document has been OCR'd you can view the output transcript by going to View > OCR.
Thu, 16 Dec, 2021 at 2:27 PM
How do I bulk redact OCR'd files?
Scanned documents / images will be treated the same as regular files when it comes to bulk redaction. The Ai will identify the sensitive data in OCR's ...
Mon, 27 Jun, 2022 at 2:48 PM
How do I export the results of my redaction?
There are several options: Attach them to a SAR Tracker workflow and securely share them with a subject Export your Box or folder as a ZIP file ...
Mon, 6 Sep, 2021 at 3:06 PM
How do I update my redactions?
In Smartview, click the Update Redaction button in the lower left corner, make your new selections, before clicking 'Confirm redaction'. Click ...
Thu, 16 Dec, 2021 at 2:27 PM
If I set a Box to 'approved' will that overwrite the status of the files in the subfolders?
Yes, all the content of the folder and its subfolders will be set to whatever status you choose. This includes files that have been manually set to anoth...
Mon, 6 Sep, 2021 at 3:14 PM