- Managing your Account
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Sign-In and Password
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Dashboard Overview
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Desktop Shortcut Overview
- Adding Clients
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Adding Clients via Dashboard
- Folder Set-Up
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Creating Vaults and Folders
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Adding Folders
- Adding Documents
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Uploading a Document
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Using the AutoFiler to Digitally Print a Document
- Sharing Documents
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Sending a Link
Staff and Employees: Standard Plans
Course designed for SmartVault Staff and Employees with Standard Plans
This course is designed for the staff and employees of your SmartVault account to learn how to utilize SmartVault Standard Plan!