- Managing you Account
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Sign-In and Password
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Dashboard Overview
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Desktop Shortcut
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Custom Branding
- Adding Users
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Adding Employees
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Adding Clients via Dashboard
- Understanding Folders
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Understanding Folders
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Adding Folders
- Adding Documents
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Uploading a Document
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Scanning a Document
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Using the AutoFiler Tool to Digitally Print Documents
- Sharing Documents
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Sending a Link
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Emailing a Link
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Mail Recipient
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DocuSign and SmartVault
- Additional Features
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Activity Log
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Recycle Bin
Administrators: Standard Plan
Course designed for SmartVault Administrators with Standard Plans
This course is designed for the administrators of your SmartVault account to learn how to utilize SmartVault Standard Plan!