Schedule Training

SmartVault is easy to use, and the SmartVault Learning Center provides a comprehensive list of tutorials and resources, available 24×7, to help you get started using SmartVault.

In addition to the on-demand resources available in the SmartVault Learning Center, SmartVault also offers free, live, one-on-one and small group training sessions.

These sessions are designed for those who want to be able to work directly with a SmartVault training specialist, ask questions specific to their environment, and get their system configured just the way they want.

SmartVault training specialists conduct these session using GoToMeeting, a web-based conferencing tool that allows for online instruction and collaboration. After you select and sign up for a session, a SmartVault training specialist will contact you to confirm your session, review the agenda for your session, and provide connection information.

SmartVault provides the following types of free, live, one-on-one and small group training sessions:

• Orientation and Training for Account Owners and SmartVault Administrators
• Orientation and Training for Firm Users, Client Users, and Guests
• Integrated Applications

Orientation and Training for Account Owners and SmartVault Administrators

• Lite Plan – Account Owner Orientation
• Individual Plan – Account Owner Orientation
• Team Plan – Account Owner and SmartVault Administrator Orientation
• Pro Plan – Account Owner and SmartVault Administrator Orientation
• SmartVault Plug-in for Microsoft Office Training – Account Owners and SmartVault Administrators
• Custom-Branding Your SmartVault Account – Account Owners and SmartVault Administrators
• Planning Your Vault and Folder Structure and Configuring Security – Account Owners and SmartVault Administrators
• Creating Client Folders and Subfolders – Account Owners and SmartVault Administrators
• Working with QuickBooks – Account Owners and SmartVault Administrators
• Synchronizing SmartVault Data – Account Owners, SmartVault Administrators, Firm Users, and Clients

Orientation and Training for Firm Users, Client Users, and Guests

• Team Plan – Firm Users, Clients, and Guests Orientation
• Pro Plan – Firm Users, Clients, and Guests Orientation
• Working with QuickBooks – Firm Users and Clients
• SmartVault Plug-in for Microsoft Office Training – Firm Users
• Synchronizing SmartVault Data – Account Owners, SmartVault Administrators, Firm Users, and Clients

If you would like to schedule an orientation or training sessions for firm users, clients, or guests in your SmartVault account, first schedule time for a Client Training – Agenda Review and Discussion session with a SmartVault training specialist to discuss which session you want to offer and confirm the agenda for your session. After this session, you will be ready to invite your users to your session.

Integrated Applications

SmartVault now offers training on how you can integrate the following applications with SmartVault:

• Integrating SmartVault with Method CRM

Don’t see the session you need here? Contact a SmartVault Training Specialist to discuss you needs.