smrtr Compliance Tutorials

Browse Help Topics

Current Version

Version: 1.0.2863

Quick Start

How To Register

Visit the Login Page: Go to your company's smrtr compliance login page.
Register: Click on the Register button to start the process.
Complete the Form: Fill out all the required information accurately.
Verify Your Email: Follow the instructions in the verification email sent to you.
Log In: Sign in using your verified email and password.
Save Your Profile: Click Save to confirm your details.
Await Approval: Your registration will be reviewed by your Organizations Admin. Once approved, you’ll gain full access.

Video Tutorial: https://youtu.be/Mu5DV9m8uKc?feature=shared

My User Settings

Login
Hover over the profile icon at the top right
Click “My User”
Edit the fields you wish to change
Click the "Save" button at the bottom right

In the "User Settings" page you can also see which departments you belong to, what app permissions you have, and which organizations you can see.

Need help accessing the portal?

If you are unable to log in or lose access to the portal, please contact the organization that provided you with access. This organization manages your account and can assist with password resets, permissions, and any questions related to your access.

For additional technical support or if the organization instructs you to reach out directly to us, SMRTR is available to assist. You may contact our team at:

support@smrtrsolutions.com

Please include your name, company, which company you are access the portal through, and a brief description of the issue so we can help as quickly as possible.

Upload and Review Documents and Forms

Contributor

How to Upload a Supplier Document

Login
Navigate to the supplier tab
Find the document you would like to upload (Using the search and sort features)
Click the paper clip next to the document you will be uploading
Set the effective and expiration date if it's applicable
Click the "Choose file" button or drag a file into the upload file field
Click Submit

How to Upload a Facility Document

Login
Navigate to the "Facility" tab
Find the Facility you would like to upload a document for (using the search and sort features)
Click the arrow icon on the left to expand the Facility
Find the document
Click the paper clip next to the document you will be uploading (on the right hand side)
Set the effective and expiration date if it's applicable
Click the "Choose file" button or drag a file into the upload file field
Click Submit

How to Upload a Product Item Document

Login
Navigate to the "Product Item" tab
Find the Product Item you'd like to upload a document for (using the search and sort features)
Click on the arrow Icon on the left to expand the "Product Item"
Use the sort and search to find the document you'd like to add for that Product Item
Click the paper clip next to the document you will be uploading
Set the effective and expiration date if it's applicable
Click the "Choose file" button or drag a file into the upload file field
Click Submit

Video: https://youtu.be/r7VDcUJ_AM8

How to Upload a Purchase Order Document

Login
Navigate to the Purchase Order tab
Find the Purchase Order you'd like to upload a document for (Using the search and sort features)
Click on the arrow Icon on the left to expand the Purchase Order
Use the sort and search to find the Product Item you'd like to add lot for (Using the search and sort features)
Click the + Icon next to the Product Item
For that Specific Purchase Order add the lot number and Quantity used from that lot. (Note if multiple lots are used for the PO simply add another lot to the purchase order)
Once you click "Submit" the lot will expand and you will be able to see which documents must be added for that lot
Click the paper clip next to the document you will be uploading
Set the effective and expiration date if it's applicable
Click the "Choose file" button or drag a file into the upload file field
Click Submit
Repeat steps 5-12 till all of the items have their respective documents for this Purchase order

Video: https://youtu.be/r7VDcUJ_AM8

Reviewer

How to Review a Supplier Document

Login
Navigate to the Supplier tab
Find the supplier and document you would like to review (Using the search and sort features)
Click the "Review" icon next to the document you will be uploading (On the right side)
Look at the document and evaluate if it is correct.
If it is correct click "Accept"
If it is not correct click "Reject"
Fill out the Rejection reason and add any comments
Click "Submit Rejection"

How to Review a Facility Document

Login
Navigate to the Facility tab
Find the Facility you would like to review a document for (Using the search and sort features)
Click the arrow icon on the left to expand the Facility
Find the document
Click the "Review" icon next to the document you will be reviewing (On the right side)
Look at the document and evaluate if it is correct.
If it is correct click "Accept"
If it is not correct click "Reject"
Fill out the Rejection reason and add any comments
Click "Submit Rejection"

How to Review a Product Item Document

Login
Navigate to the Product Item tab
Find the Product Item you'd like to upload a document for (Using the search and sort features)
Click on the arrow Icon on the left to expand the Product Item
Use the sort and search to find the Document you'd like to review for that Product Item
Click the Review Icon next to the document you will be reviewing (On the right side)
Look at the document and evaluate if it is correct.
If it is correct click "Accept"
If it is not correct click "Reject"
Fill out the Rejection reason and add any comments
Click "Submit Rejection"

How to Review a Purchase Order Document

Login
Navigate to the Purchase Order tab
Find the Purchase Order you'd like to review a document for (Using the search and sort features)
Click on the arrow Icon on the left to expand the Purchase Order
Find the Product Item you'd like review (Using the search and sort features)
Click on the arrow Icon on the left of the Product item
Click on the arrow icon on the left of the lot you with to review
Click the review icon next to the document you will be reviewing
Look at the document and evaluate if it is correct.
If it is correct click "Accept"
If it is not correct click "Reject"
Fill out the Rejection reason and add any comments
Click "Submit" Rejection
Repeat steps 5-13 until you have reviewed all the documents for that purchase order

Forms

How to Fill Out a Form

Log in to the portal and open the tab where the form is placed "Supplier, Facility, Product Item, or Purchase Order"
Use the "search or sort" tools to locate the form you need.
Select the "paper clip icon" next to that form to begin.
Complete the questions on each page, clicking "Save" as you go.
When all questions are complete, enter the "Effective Date and Expiration Date" (if required).
Click "Submit" to finalize and send the form.

How do Forms Work?

Forms follow the same approval process as documents, but with one key difference: if a form is rejected, you can correct the errors and resubmit without starting over. All entered information remains saved throughout the approval process until the form is fully approved.

If multiple users have access to a form, they can collaborate on completing it. One user can answer questions and save the form, and another authorized user can continue filling out or update those answers. Because of this shared access, it is important to save your progress frequently so other users can pick up where you left off and no work is lost.

After you submit a form, the system automatically generates a PDF copy. This PDF can be viewed at any time through the hyperlink on the form or from the Form History screen.

Once a form is approved, all information provided becomes finalized in the approval status. Any updates or changes to the from will trigger the approval process again.

Search and Review Features

Search and Sort

How to use Search

Click the search box on the left side when you're in the document view
Start typing what you are searching for and the documents will constrain to the search
Clearing the box will reset the filter

How to use Sort

Click on the arrows going up and down next to a header
One click will show the ascending order
A second click will show the descending order
A third click will reset the filter

How to use the Advanced Search

Click the Advanced Search Button next to the search box
Use the fields available to refine your search
1. 1. Dates
  2. Department
  3. Supplier name
  4. Supplier number
  5. Who it was uploaded by
  6. The document group
  7. The document name
  8. The document ID
  9. Status
Different Document tabs will offer different advanced search features.
click “Clear” to reset the advanced search
Click “Close” to close the advanced search

Review Tools

How to use the “Work All”

Work All allows a reviewer to review outstanding documents without having to click the review button for each individual document

User must have the reviewer role
Navigate to the document type you'd like to review
Click the “Work All” button to the right of advanced search
You will be put into the review document pop-up
1. After reviewing one document you will then be presented with the next document in order

How to use the Dashboard

Click the Dashboard tab at the top of the screen
The Dashboard will Appear
The dashboard gives an overview of all documents and their statuses for the supplier
1. Clicking on a specific Status on a specific document type will take you to a filtered page with those documents based on the status
Clicking the status text under the document type will filter out that status
1. 1. Clicking the text again will return the status

How to select a Specific Supplier

Click on the “All Suppliers” box next to your username
Enter a supplier name or number or select one from the dropdown
Click on the supplier you're looking for
All Document pages will now show only the selected suppliers documents

Purchase Orders

How to Add a Document to a Product Item on a Purchase Orders

Click the link in the email with the Purchase Order and Product Item you'd like to upload the required documents for
Login
Click the plus Icon next to the item you'd like to add a document for
Add in the Lot information for the Product Item on that purchase Order
Click the "Submit" Button
The lot will expand to see which documents must be added for that product
Click the "Paper Clip" next to the document you will be uploading
Set the effective and expiation date if its applicable
Click the "Choose file" button or drag a file into the upload file field
Click Submit
Repeat steps 3-10 till all of the items have their respective documents for this Purchase Order

How to Add Multiple Lots

Login
Navigate to the Purchase orders documents (must be a contributor)
Find the purchase order you are adding lots to
Expand the purchase order
Find the Product item you are adding the lots to
click the plus Icon to the far right of the product item
Enter Lot Code and Quantity
Click submit
Upload the document for that lot
Repeat steps 6-9 until all lots are added

How to Send a Recall Email

Login
Navigate to the Purchase Order tab
Use the search and sort functions to find the Lot(s) that are getting recalled
Once found click the "Send Recall Email" button to the right of the lot
Add the "To" and "CC" emails
Edit the Subject and Body if needed
Attach any additional documentation for this lot
Click "Send"

Document History

How to see Document History

Navigate to the document you’d like to see history for
Click the "Clock" icon located to the right of the paperclip icon.
A history panel will appear, listing all versions with the most recent changes at the top. Scroll downward to see older entries.

Email Summaries and Notifications

Summary Emails

What are Summary Emails?

Summary emails provide a clear, concise overview of your organization’s incoming documents—delivered daily, weekly, or on both schedules according to your preference. Each email breaks down new submissions by document type and supplier, ensuring you stay fully informed and up‑to‑date with every document as it arrives.

Daily Summary (CONTRIBUTOR)

This email is broken down into multiple sections based on supplier and which documents are needed in that section.

Click on the link associated with the document you wish to upload
It will automatically open a new browser and filter down to that document
Click the paper clip next to the document you will be uploading
Set the effective and expiation date if its applicable
Click the Choose file button or drag a file into the upload file field
Click Submit
You can then go back to the email or use in the App filters to upload the rest of the documentation that is requested

Daily Summary (REVIEWER)

This email is broken down into multiple sections based on supplier and which documents are need review in that section.

Click on the link associated with the document you wish to Review
It will automatically open a new browser and filter down to that document
Click the Review Icon next to the document you will be reviewing (On the right side)
Look at the document and evaluate if it is correct.
If it is correct click accept
If not is not click Reject
Fill out the Rejection reason and add any comments
Click Submit Rejection
You can then go back to the email or use in the App filters to upload the rest of the documentation that is requested

Notification Emails

What are Notifications Emails?

Notification emails are sent according to each user’s in‑app preferences—either instantly when activity occurs or as daily digests at the start and/or end of the day. They provide reviewers with a clear list of newly submitted documents, notify contributors of any rejections, and include a concise overview similar to our summary emails.

Notice of Rejected Document

The top links in this email will always be the most recently rejected documents. After that will be a summary of items that require your attention.

Click on the link associated with the document you wish to upload
It will automatically open a new browser and filter down to that document
Click the paper clip next to the document you will be uploading
Set the effective and expiation date if its applicable
Click the Choose file button or drag a file into the upload file field
Click Submit
You can then go back to the email or use in the App filters to upload the rest of the documentation that is requested

Notice of Submitted Document

The top links in this email will always be the most recently submitted documents. After that will be a summary of items that require your attention.

Click on the link associated with the document you wish to Review
It will automatically open a new browser and filter down to that document
Click the Review Icon next to the document you will be reviewing (On the right side)
Look at the document and evaluate if it is correct.
If it is correct click accept
If not is not click Reject
Fill out the Rejection reason and add any comments
Click Submit Rejection
You can then go back to the email or use in the App filters to upload the rest of the documentation that is requested

Admin Only Features

User Management

Click the “Users” Tab at the top of the page
Your default organization will appear
Click on a user's name to edit them
1. This will allow you to change information for them
2. It also allows you to set document and app permission features:
  1. Departments
  2. App Permissions
Click "Save" after editing
This will apply the changes to the selected user

Add User

1. Click the “Add User” button
2. Primary Organization will be set to the organization currently selected in the box above the add user button
  1. This can be changed by clicking on the “Primary Organization” and selecting a different option from the dropdown
3. Fill out the First and Last Name and email field
4. Give the user their Department and App Permissions (Or else nothing will be shown upon user login)
5. Click "Save"

Enable/Disable User

Select a User profile in the "Users" screen
Next to their name at the top click the "slider" and it will change the user to disabled
Clicking the slider again will re-enable the user
Click "Save" to save the current state of the user

How to select a different Organization

Click the name of your primary organization above the “Add User” Button
Search using org name or org number
Click the desired org
You can now edit users within this organization

User Approvals

How to Approve a User with a domain match

Navigate to the Organization that matches the users domain
Click on the User with (Unapproved) next to their name
Add departments and app permissions
Click "Approve" at the bottom right

How to Approve a User with a domain match from an email link

Click on the Link provided in the “Smrtr Compliance - Notice of Account Awaiting Approval” email
You should be navigated to the user specified in the email
Add departments and app permissions
Click "Approve" at the bottom right

How to Approve a User with no domain match

Navigate to the “Unassigned Users” in the organization search
Click on the User with (Unapproved) next to their name
Add their “Primary Organization”
Add departments and app permissions
Click "Approve" at the bottom right

How to Approve a User with no domain match from an email link

Click on the Link provided in the “Smrtr Compliance - Notice of Account Awaiting Approval” email
You should be navigated to the user specified in the email
Add their “Primary Organization”
Add departments and app permissions
Click approve at the bottom right

Organization Editing

How to search for a supplier

Click the Advanced search button
Add your search criteria
Click “Add”
The list of suppliers will filter based on your selections
Click “Clear” to remove the search filter

How to Edit a supplier

Find the supplier you’d like to edit
Click the "Pen" on the right side
Modify fields as you click through each panel
1. NOTE: Any fields brought in from another system are not editable and must be changed on the system of record
2. NOTE: Ensure a host name is filled out before onboarding users for that organization so they do not end up in the “Unassigned Users” bucket
Click "Update" before moving on to a new section
Permissions and Preferences are set as a default in their section here but can be change by the user
Add Facilities in the Facilities Tab
Add additional information on your Product Items in the Product items tab
When finished click the “Back to suppliers” Button and click “Yes”

How to Add a Facility

Navigate to the "Suppliers" tab
Click on the "Pen" of the supplier you'd like to add a facility to
Click on the "Facilities" tab on the left side
Click the "Add New Facility" button
Fill out the required fields
Click the "Add" button at the bottom
This facility will now also show up on the product item page as part of a dropdown.

How to edit “My Org” (BO Admin(s) Only)

Click the “My Org” tab at the top
Modify fields as you click through each panel
1. NOTE: None of these fields are pulled from a system of record
2. Any Operating Companies and Facilities added will not show up in the app they are for backend only
Click "Update" before moving on to a new section
Permissions and Preferences are set as a default in their section here but can be change by the user

Additional Assistance

Getting a 403 Error?

Some users may experience a 403 error and that is because each login page is unique and has some temporary state that expires after a few minutes. Clicking "Sign in" should refresh login page. We do recommend bookmarking the portal page URL.

Contact Support

If you have any questions or need further assistance, please visit our Help page.

smrtr Compliance Tutorials

Browse Help Topics

Current Version

Version: 1.0.2863

Quick Start

Upload and Review Documents and Forms

Contributor

Reviewer

Forms

Search and Review Features

Search and Sort

Review Tools

Purchase Orders

Document History

Email Summaries and Notifications

Summary Emails

Notification Emails

Admin Only Features

User Management

User Approvals

Organization Editing

Additional Assistance

Video Tutorials (Coming Soon)

Pages

Solutions

Contact Information

smrtr Compliance Tutorials​

Browse Help Topics

Current Version

Version: 1.0.2863

Quick Start

Upload and Review Documents and Forms

Contributor

Reviewer

Forms

Search and Review Features

Search and Sort

Review Tools

Purchase Orders

Document History

Email Summaries and Notifications

Summary Emails

Notification Emails

Admin Only Features

User Management

User Approvals

Organization Editing

Additional Assistance

Video Tutorials (Coming Soon)

Pages

Solutions

Contact Information

smrtr Compliance Tutorials