GUIDES

This guide shows you how to manage your account settings and data preferences. To manage these settings select Settings from the menu.

From the Settings page select the relevant sub menu.

    Change Password or Username

    Your user name is the same as the email address you used to sign up. You can change your details here:

    Click on Edit My Account. Use the form to change your Smilenotes username (email address) or password.

    Invite Colleagues

    Show your support for Smilenotes by recommending us to a colleague. Just enter an email address and press send -we’ll send an email with a short message to the address you provide.

    Subscribe/Unsubscribe to our Newsletter

    Stay up-to date and learn about our new functions and features via our Newsletter.

    Auto Sweep

    Sweep Settings

    Let Smilenotes sort your Finished notes for you. By selecting the relevant radio button you can set your Finished notes to get automatically moved into the Archive page at the end of the day. Alternatively notes can be set to automatically delete, or if you prefer, you can manually sort your notes.

    Auto Sweep

    Export Template Collections or contacts

    Download your note templates easily by clicking on the Data Export tab.

  1. Select Basic Data and press Manage

  2. Select the data you wish to download

  3. Press the download button

  4. Your data can then be obtained by clicking on the menu at the bottom of the screen and opening the file.

    Export Notes Data

    Download your notes data easily by clicking on the Data Export tab.

  1. Select Advanced Data and press Manage

  2. Enter your email address/user name and Smilenotes password

  3. Enter your email address/user name and Smilenotes password

  4. A download button will now become available. Press this button to download your notes data.