Product Manual
Operational manual for DocSmith SIF workflows.
This page summarizes manual workflows for day-to-day payroll operations. Use the PDF for controlled distribution.
Getting started
- Confirm team workflow responsibilities (preparer, reviewer, approver).
- Verify current template version and routing reference source.
- Set internal review checkpoints before first monthly run.
Import Excel
- Use approved headers and column ordering.
- Check numeric/date formats before import.
- Resolve template drift before proceeding to validation.
Validate and fix errors
- Run validation tiers and prioritize blocking issues first.
- Correct source data, then rebuild output.
- Record recurring issues for preventive controls.
Generate SIF
- Export only after validation passes meet your policy threshold.
- Confirm routing and payroll month alignment before submission.
- Archive approved output according to governance policy.
Activation and licensing
- Use claim code/license details from verified purchase records.
- Activate with install ID and keep entitlement notes for support.
- Escalate replacement-device requests through support workflow.
Troubleshooting
- Capture exact error text and workflow step.
- Attach sample-safe artifacts for faster reproduction.
- Use Support for issue triage.