From the category archives:
Schedule Training
If you are an existing SmartVault user who uses Microsoft Outlook and you want to learn more about the new SmartVault Plug-in for Microsoft Outlook, released in February 2012, this session is for you!
During this 50-minute session, you will perform the following tasks:
- Learn more about the capabilities of the plug-in.
- Review plug-in requirements and known issues, then download and install the plug-in on your computer.
- Learn how you can use the plug-in to send secure links to documents stored in SmartVault directly from within Microsoft Outlook.
- Learn how you can request that users upload files securely to a folder in SmartVault for you to review and process.
- (optional) Learn how you can customize the auto-text font, font size, and color used in the auto-text the SmartVault Plug-in for Microsoft Outlook automatically inserts into email messages.
Individual or group training for SmartVault account owners and SmartVault Administrators
Required Prior to Scheduling Client Training with a SmartVault Training Specialist
Want to offer your clients live training on SmartVault, but not sure you have the time or expertise? Let a SmartVault training specialist help!
SmartVault offers training sessions for firm users, clients, and guests in a SmartVault account. There is no cost for these training sessions for customers on a SmartVault Team or Professional plan.
Client Training Options
If you have a SmartVault Team or Pro plan and you are interested in working with a SmartVault training specialist to offer training to your clients, you can choose from one of the following options:
- You can lead the training session, but have a SmartVault training specialist available during the session to answer any in-depth questions that may come up as needed.
- You can introduce, or “kick-off” the training session, but then turn the session over to a SmartVault training specialist, who will lead participants through the rest of the session. In this scenario, you are available to answer any firm-specific questions around workflow and usage, but the SmartVault training specialist covers the majority of the technical training.
SmartVault training specialists are happy to help you with these types of sessions. However, you must have a short meeting (30-50 minutes) with a SmartVault training specialist prior to scheduling a training session for firm users, clients, and guests.
This ensures that your firm user, client, and guest training session is as effective as possible. It also helps ensure that the SmartVault training specialist has the information they need to help make your session a success.
Session Agenda
During this session, you will work with a SmartVault training specialist to perform the following tasks:
- Review your goals for using SmartVault, how you want to use SmartVault in your business, and your current SmartVault workflow
- Review the workflow you want firm users, clients and guests in your account to use with SmartVault
- Verify that your SmartVault account is configured to support your workflow
- Discuss and confirm the agenda you want to use for your session
After the agenda review and discussion with the SmartVault training specialist, the SmartVault training specialist will send you GoToMeeting connection information for your session. You can then forward this information on the the firm users, clients, and guests you want to invite to your session.