An email, an attachment, a scanned page, a file on disk. FileSmile puts each one on the right order, invoice, or delivery note. Nobody types a document number.
Web edition · Outlook task pane · Gmail add-on · browser scanner
O-20431I-88214D-4471A stack of paper in. Each page on its own record. No sorting, no typing.
Priority holds the order, the invoice, and the delivery note. The paperwork that proves them lands somewhere else, and someone spends their day moving it across by hand.
Supplier invoices, signed orders, and delivery confirmations arrive as mail. Filing one means leaving the mail client, finding the record, and typing its number.
A batch of paper is one pass through the feeder and then a manual sort: which page belongs to which document, and in what order.
Files sit in folders and shared drives, named by whoever saved them. The record they belong to has no idea they exist.
Print the barcode on the document, scan the batch, walk away. FileSmile reads each page, works out which Priority document it belongs to, confirms that document exists, and attaches the page to it.
The barcode is read in the browser, page by page, as the batch loads.
Characters to remove from the start and the end are set once, per site.
Every attachable form carries its own prefix in Priority. An optional segment picks the company.
The document is looked up in Priority before anything is filed.
The page lands in that record's own attachments, under the operator's Priority identity.
The same search, the same records, the same attachments — wherever the document happens to be.
An Outlook task pane and a Gmail add-on, beside the open mail. Search by group, document type, and value, pick the record, then Attach Mail, Attach Files, or export for later. Attach actions link files directly to the selected document. Nothing leaves the mail client.
A browser app in three modes: Document Handling, Barcode Handling, Export to Priority. Duplex, auto feeder, resolution and colour mode, multi-page assembly, and a viewer to rotate, zoom, or drop a page before it goes. A small Windows service talks to the hardware; the app itself stays in the browser.
Drop PDFs or images onto the page, or click to browse. Files that already carry a barcode go straight down the auto-filing path; the rest are attached to a record you pick.
Which forms are attachable is Priority data, not FileSmile code. An implementer opens Priority and adds a row. No release, no deployment, no developer.
| Configuration | Lives in Priority as | Decides |
|---|---|---|
| Attachable forms | SOF_FSFORMS |
Which forms FileSmile can file to, and the barcode prefix that routes a page to each one. |
| Field mapping | SOF_FSCLMNS_SUBFORM |
Which columns appear in search results and on the selected document, per form. |
| Search groups | SOF_FSGROUPS |
What each user can search: the groups and document types offered in the Search By list. |
| Attachments | EXTFILES |
The record's own attachments subform — where every file lands, exactly as if a user had added it inside Priority. |
The desktop suite has shipped against roughly 40 Priority entity types over the years. Adding the next one is configuration.
Pending Exports is a per-user inbox held inside Priority. Export a mail or its files now, preview them later, then push them onto a document once you know which one. The file is already in the ERP, not waiting in somebody's mailbox for them to come back from leave.
Save files to the Priority staging area for later processing. Preview a parked file, delete it, or move it onto a document. Each user sees only their own queue.
Every attachment lands in the record's own attachments subform, written through the Priority Gateway under the user's own Priority identity. Priority's permissions and document rules decide, exactly as they do for someone working inside Priority.
סטטוס התעודה לא מאפשר הוספת נספחים
“The document status does not allow to add attachments”
FileSmile has always checked before it attaches. When a document's status forbids attachments, the answer is no — in the language the user works in.
Connecting is a one-time step, and it happens on the gateway's own page.
Connect opens the Priority Gateway's own window. The password is entered there. FileSmile receives a one-time code and redeems it server to server — the browser never holds the credentials.
FileSmile holds a single encrypted connector token per user, and nothing else. Revoke it and that person's connection stops. They see “Your Priority connection is no longer valid. Connect again to continue.”
Licence is checked per user on every session. Take the licence away and the product stops answering: “This account is not licensed for FileSmile. Contact your administrator.”
FileSmile itself runs on Amazon Web Services, in Amazon's Tel Aviv region, with Cloudflare in front of every request: TLS, DDoS protection, a web application firewall, rate limiting and bot filtering. The servers accept no inbound connections — they dial out to Cloudflare and traffic comes back down that tunnel, so there is no public port to find. Secrets are held encrypted in AWS Parameter Store, never in a database or a config file, and deploys run from a versioned pipeline.
FileSmile ran as a Windows desktop suite for years before this edition, and that suite is still supported. It carries capabilities the web edition does not, so they are listed here rather than sold above.
Signatures from a Windows certificate store, applied to the PDF itself, with a two-person flow: one person signs, another approves, and the queue lives in Priority.
Desktop suite onlyA ribbon button in a new mail that pulls a document's attachments, and a freshly generated Priority report, into the message you are writing.
Desktop suite onlyWindows shell integration for right-click filing, a command-line export for scheduled jobs, and a scan window opened from a button on the Priority form itself.
Desktop suite onlyThe web edition is the one described on this page. If you need something from the desktop column, ask — it exists, it just is not the same product.
Nothing is installed on a user's machine unless there is a scanner attached to it.
Your Microsoft 365 administrator deploys the add-in from the Microsoft 365 admin center. It appears in the reading pane for the people you assign it to.
The add-on is published to your domain from the Google Workspace Marketplace as a private app, then assigned the same way.
Open scanner.flow-chain-ai.com. Only a machine with a hardware scanner needs the local Windows service (Windows 10, 11, or Server 2016 and later).
Each person connects to Priority once, from inside the product, and picks their company. After that they search and file.
FileSmile reaches Priority only through the Priority Gateway, the connection layer the rest of the suite runs on. One registration, one key, one revocable token model across every product.