- Hello and Welcome!
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Welcome to SmartVault Academy (1 minute video) 🎥
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How to use SmartVault Academy (1 minute read📖)
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SmartVault Glossary of Terms
- Onboarding and Software Configuration
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What you will Learn: Onboarding and Software Configuration
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SmartVault Package Download and Purpose (2 minute read📖)
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Logging in Online (1 minute read📖)
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Where to Get Help? (2 minute read 📖)
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Online Portal Walkthrough (2 minute video 🎥)
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Custom Branding Your Online Portal(5.5 minute video 🎥)
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Adding Your Employees (4 minute video 🎥)
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Client Management (5 minute video 🎥)
- How SmartVault is Structured and Organized
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What you will Learn: SmartVault Structure and Organization
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Files and Folders (6 minute video 🎥)
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Files and Folders Management (5 minute read 📖)
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Purpose of Engagements (4 minute read 📖)
- Connected Desktop and Client Import
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What you will Learn: Connected Desktop and Client Import
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Connected Desktop, What is It? (5 minute article)
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Connected Desktop Overview (5.5 minute video 🎥)
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Importing Clients in Bulk (5 minute video 🎥)
- Day-to-Day Work
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What you'll learn in this Section: Day-to-Day Work
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Document Management and Getting Docs into a Vault (3.5 minute video 🎥)
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Scanning Files (2 minute read 📖)
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SmartVault PDF Printer (4 minute video 🎥)
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Sharing Information with Clients (5 minute read 📖)
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Connected Desktop Tips and Tricks (3 minute read 📖)
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Your Account Employees/Staff (2 minute read 📖)
- Your Clients and How They See and Use SmartVault
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What you will Learn: Client Experience
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Inviting a Client and Their Set-Up (2.5 minute video 🎥)
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Getting Started for Guest Users (4 minute video 🎥)
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End of Course Survey
Administrator: Business Professional
These courses are designed for SmartVault Administrators and will provide insight to utilizing SmartVault Business Professional Accounts
This course is designed for the administrator of your SmartVault account to learn how to utilize SmartVault Business Pro! If you are an employee or staff at your company, please sign up for the Business Pro Employee/Staff to help you gain a deeper knowledge of the software!