The SmartOffice 7 Training Center provides access to training movies, fast classes, live training information, user guides and more.

To access the SmartOffice 7 Training Center:

  • Sign in to SmartOffice 7.
  • Click on the Help/Training link in the upper right-hand corner of the screen.
  • Then click Training.
help training

Here you will find resources for all of your training and support needs including:

  • Online Training Movies
  • Fast Classes
  • Free Live Web-based Training
  • Technical Support Information
  • User Guides

Contacting Our Training Department

If you would like to schedule customized web-based or on-site training sessions, please contact Phil DiCicco, Manager, Training Services at (626) 585-3505 ext. 7367 or Phil.DiCicco@ebix.com .

Free Live Training Classes

Ebix CRM’s live training classes are designed to help customers get the most out of SmartOffice’s core features. Topics covered include the calendar, contacts, reports and administration, just to name a few. These free classes are offered on multiple dates to accommodate your busy schedule.

Getting Started

For new SmartOffice users, watch the Getting Started Class and download the Getting Started User Guide to familiarize yourself with the basics of SmartOffice.

Office Settings and Administration User Guide

Download the Office Settings and Administration Guide to get your office up and running as quickly as possible. The guide addresses many of the questions a SmartOffice administrator may have about configuring the office.

SmartOffice System Requirements Guide

Download the SmartOffice System Requirements Guide for the latest system requirements.
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