📤 Sharing Datasets

Easily collect and distribute information. Steps:

⚙️ Dataset Settings

Manage and customize how your dataset works. Available options:

🛠 Dataset Actions

Automate workflows connected to your datasets. Steps:

⭐ Favourite Data

Quick access to datasets you use most often. Steps: 💡 Tip: Use Favourite Data as your shortlist for frequently accessed datasets.

🔍 Browse Data

Browse all your datasets, search, filter, and manage them from one central view. Steps:

⬆️📂 Upload Data

SmartSaaS allows you to import data from your device or connected accounts, then automatically builds a matching data template. Steps to Upload Data:

🌍 Share Public Data

Public Data lets you share data models openly so others can contribute. Use Cases: How to Share Public Data: 💡 This is a fast way to gather information from users worldwide.

🔗 How to View Data Links 

Data Links give you a visual insight into how your datasets connect to each other. To access Data Links:

📌 Create and Edit a Data Template  – 👀 Step 5: Preview & Save

📌 Create and Edit a Data Template – ➕ Step 4: Add New Fields

On the right side of the screen, you’ll see the Add Tool panel. Drag and drop the type of field you want into your form. Available options include: Once placed, rename the field and configure its settings as needed.

📌 Create and Edit a Data Template – ✏️ Step 3: Manage Fields

Below, you’ll see all the fields of your template. Field Options Each field has extra options: 👉 Tip: You don’t need to press Save while editing individual fields. Only press Save when your form is complete.

📌 Create and Edit a Data Template – ✏️ Step 2: Edit a Template

When you select Edit, you’ll see a form editor.

📌 Create and Edit a Data Template – 📝 Step 1: Create Data

SmartSaaS makes it easy to create and manage data forms for CRM, sales, support, and more. You can start with ready-made templates or build your own from scratch. 📝 Step 1: Create Data 👉 If you prefer to start from scratch, choose the Blank Canvas template. 

🛠️ Utilities

Where to find them:Data → Templates → Utilities 💡 Pro Tip: At any point, SmartSaaS AI can guide you step-by-step automate repetitive work, and suggest improvements for your templates.

🌐 Webpage Templates

Where to find them:Data → Templates → Webpage Templates 💡 Pro Tip: At any point, SmartSaaS AI can guide you step-by-step automate repetitive work, and suggest improvements for your templates.

🎨 Creative Templates

Where to find them:Data → Templates → Creative Templates 💡 Pro Tip: At any point, SmartSaaS AI can guide you step-by-step automate repetitive work, and suggest improvements for your templates.

📄 Document Templates

Where to find them:Data → Templates → Document Templates Creating a New Document Top Menu Options Saving 💡 Pro Tip: At any point, SmartSaaS AI can guide you step-by-step automate repetitive work, and suggest improvements for your templates.

🧾 Invoice Templates

Where to find them:Data → Templates → Invoice Templates Creating a New Invoice Template Editing & Using 💡 Pro Tip: At any point, SmartSaaS AI can guide you step-by-step automate repetitive work, and suggest improvements for your templates.

📧 Email Templates

Where to find them:Data → Templates → Email Templates Creating or Uploading Creating a New Template Editing Your Template Drag & Drop Elements: Columns, Buttons, Text, Links, Images, Video, Map, Flex Box. Advanced Options (Top Menu): Saving & Testing 💡 Pro Tip: At any point, SmartSaaS AI can guide you step-by-step automate repetitive work, and...

📘 Browse & Manage Data

Browse & Manage Data This guide explains how to use the Browse Data section in SmartSaaS: how to view, edit, add, and organize your data, as well as how to set up actions, settings, and sharing options. 1. Browse Data Overview At the top of the page you’ll also find: 2. Dataset Actions (Right Side...

Uploading Data

Uploading data can be done in several ways, including uploading contacts, CSV or Excel files. Simply select the service where your file is stored and select your file. Our AI will cherry-pick the ideal tags, context and give you a visual representation of your data alongside all the analytics of how your data works. Once...

Tagging models

Leveraging tags can greatly enhance the functionality of SmartSaaS. Using our powerful tagging system, you can identify, search and create relationships between your models to enhance suggestions made by our AI.  You can tag your data at any given time using the contextual menu and even edit tags through the data browser screen. Tags are...

Your data, simplified

Your data tells a story, but that story is difficult to interpret and harder to share in spreadsheet form. To make things simple(r), we have created a solution that can help you visualise your data and extract its potential using AI. Simply import your data (spreadsheet or CSV from works great!) and we will create...

Importing Data

You can use a variety of tools to upload your current data into SmartSaaS, including Office365, Google Drive, Google Sheets, etc. Using your file system of choice, you can import your current data easily through both mobile and web. We will automatically parse your CSV/sheets and dynamically interpret your data, contextually understanding and dividing each...

Editing models

We understand that business requirements need to be dynamic to ensure that your data evolves alongside your business. That’s why you can edit your data models, and leverage the power of our AI at anytime to change your data models to suit todays needs.  As our AI continuously improves, we can further ensure that your...

Creating models

Every business use case is different and we appreciate that. That’s why we have developed a powerful model creation system that can cater your data models exactly the way that you want them.  You can use the drag and drop elements to assemble your data models, remove and insert fields as you like, and fine...

Exporting models

We are confident that our application is the best solution for your business but appreciate that things may not always work out. That’s why we have made it simple for your to be able to export your data. You can individually export data models and documents through the interface at any given time by using...

Adding data to your model

It is easy to add data into any of your created models, on mobile, simply tap the ‘+’ icon at the bottom of your screen and the latest schema will appear alongside any validations you have added to your model.  For web and desktop applications, your Context Handler allows you to perform a variety of...

Model Settings

There are various features available for your data models, where examples include: The ability to make your models public so anyone can contribute to your dataset. The ability to generate QR codes to quickly share information with colleagues.  The ability to clear all data in a model and start afresh with the same schema.  Models...

Sharing Models

Models can be easily shared via the mobile app using all the available tools for your device, whether AirDrop for iOS or Bluetooth for Android. For users who currently do not have an account with SmartSaaS, models are shared with ‘view-only’ permissions, giving stakeholders or clients an insight into data, with our powerful reporting feature...

Editing models

Our powerful model editor gives you the ability to build custom data models wherever you are, whether mobile or in the office.  We also offer AI suggestions on the best model according to your data and business requirements.  To help further refine the AI model builder, simply enter a description of what you are trying...

Action Handler

Actions can be assigned to data models using our simple drag and drop interface on both mobile and desktop applications.  Actions enable users to assign automated tasks to any submitted information, whether that be through integrations or directly through other data models available through the app.  Users can connect multiple models to enable powerful AI-enabled...

Template Creation

Using this feature, you can easily create a number of different templates for quick access. Templates can help guide you on your data journey by providing industry standard data capture abilities. Using a predefined template, you can edit your model to suit your business and re-use the model as many times as you like.  Our...

Data Creation

To create data, all you need to do is model a simple template (or form) which can easily be customised to ensure that the data added matches the requirements of the form field.  Create the form using our toolkit, or import a CSV file to import any type of data that you want to share...

Data Items AI

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Create Data

Creating custom data models is easier than ever thanks to our AI enabled technology. Then you make some data. This works too.