SmartDoc - IT Documentation Platform for MSPs

SmartDoc is the all-in-one documentation platform built specifically for Managed Service Providers (MSPs). It centralizes all your client information — passwords, procedures, network assets, configurations — in a secure, encrypted, multi-tenant environment.

Why SmartDoc?

MSPs juggle dozens of clients, each with their own infrastructure, passwords, procedures, and configurations. SmartDoc eliminates scattered Excel files, lost notes, and outdated information by providing:

• A single source of truth for all client documentation
• A secure vault for passwords and credentials (AES-256 encryption)
• Automated network discovery with SmartScan
• Visual procedures automatically created with the screenshot capture tool
• Quick password access directly in Chrome with the SmartPass extension
• ConnectWise integration via the embedded Pod in tickets

Platform Architecture

SmartDoc is built around several components that work together:

                    SmartDoc Platform
                         |
    +--------------------+--------------------+
    |          |          |          |         |
  Admin     Client    SmartPass  SmartDoc  SmartScan
  Portal    Portal    Chrome     Desktop   Collector
(manage)   (clients)  (pass-     (screen   (network
                       words)    capture)  inventory)
    |          |          |          |         |
    +--------------------+--------------------+
                         |
                    ConnectWise Pod
                   (embedded widget)

Component	Description	Platform
Admin Portal	Main management and documentation interface	Web (smartdoc.mspsmart.ca)
Client Portal	Read-only access for your clients	Web (portal.mspsmart.ca)
SmartPass	Chrome extension for vault access	Chrome / Edge
SmartDoc Desktop	Screenshot capture and procedure creation	Windows
SmartScan Collector	Automated network discovery and inventory	Windows (service)
ConnectWise Pod	Documentation widget embedded in CW	ConnectWise Manage

Key Features

Content Management

• Documents — Rich editor with formatting, images, tables, and built-in AI assistant
• Knowledge Base (KB) — Structured articles by category with full-text search
• Procedures — Step-by-step guides with annotated screenshots
• Changelogs — Infrastructure change history
• Media — Photo albums and image library

Credential Management

• Encrypted vault — AES-256-CBC storage for all passwords
• Secure reveal — Temporary display with audit logging
• External sharing — Secure links with expiration and view limits
• SmartPass extension — Quick browser access with one-click copy

IT Inventory (Assets)

• Assets — Complete hardware and software inventory
• SSL/TLS Certificates — Expiration date tracking
• Applications — Software licenses and versions
• Serial Numbers — Warranties and hardware tracking
• VPN — Configurations and tunnels
• WiFi — Networks and security keys
• Racks — Physical equipment layout
• Network Diagrams — Topology and visual schemas
• Agreements — Service contracts (SLAs)

Automated Discovery

• SmartScan Collector — Windows agent that automatically scans the network via SNMP, mDNS, and SSDP
• Automatic inventory — Discovery of servers, workstations, printers, network equipment
• Scheduled scans — Configurable frequency from hourly to daily

Integrations

• ConnectWise Manage — Synchronization of companies, contacts, and agreements
• ConnectWise Pod — Documentation search directly within CW tickets
• DocBot — AI assistant powered by your knowledge base

Security

• AES-256-CBC encryption for all stored credentials
• Multi-tenant isolation — Each MSP's data is completely isolated
• MFA authentication — TOTP with backup codes
• Complete audit logging — All sensitive actions are logged (password reveals, changes, deletions)
• Granular RBAC — Customizable roles with fine-grained permissions

Quick Start

1. Log in to the admin portal at smartdoc.mspsmart.ca
2. Create your companies in the Companies tab
3. Add your documents and existing procedures
4. Import your passwords into the secure vault
5. Install SmartScan on a machine in each client network for automatic inventory
6. Install SmartPass in Chrome for quick credential access
7. Configure the CW Pod to integrate documentation into ConnectWise

Next Steps

• SmartPass — Chrome Extension : Quick vault access
• SmartDoc Desktop — Screen Capture : Visual procedure creation
• SmartScan — Network Discovery : Automated inventory
• ConnectWise Pod : Embedded widget in CW
• Client Portal : Documentation access for your clients