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SmartVault Release Notes for February 2015

February 2015 SmartVault Service Updates

 

Release Date: February 24, 2015

The following bugs were fixed with this release:

  • When Lacerte users print muliple K-1s to SmartVault, the K-1s are no longer being overwritten in SmartVault.
  • A fix was issued to resolve intermittent problems with uploading and downloading to SmartVault.
  • Various other bug fixes

 

Release Date: February 18, 2015

The following bugs were fixed with this release:

 

SmartVault Portal bug fixes

  • An issue was resolved that caused some users to not receive invitations and/or access to the vaults to which the user was invited.
  • An issue was resolved that prevented the Sent column in the Tax Engagement from being updated when users sent a Tax Return to their client.
  • An issue was resolved that prevented some users from receiving additional activation emails when resent after the initial invitation.
  • An issue was resolved that prevented some users from creating new tax engagements after previously deleting tax engagement folders.
  • We’ve returned the additional filters in the Tax Engagements for indicating that client copies or government copies of tax returns have been printed.
  • We’ve set the default tax year filter in the Tax Engagements to 2014 instead of 2015.
  • When filtering clients in the Dashboard, the filter now reduces the total page count when displaying clients. This allows for an easier workflow with a large number of clients.
  • We’ve added a confirmation dialog to verify your action before sending tax return emails in the Client Engagement view.
  • Various other bug fixes

 

Release Date: February 5, 2015

The following bugs were fixed with this release:

 

SmartVault Portal bug fixes

  • An issue was resolved causing errors when trying to add one or more seasonal workers.
  • An issue was resolved causing some users to not receive upload/download notifications when the upload/download notifications are set in a folder template.
  • An issue was resolved in which private vaults still gave access to users if the user retained a direct link to the vault or received a link to vault from an upload/download notification email.

 

SmartVault Desktop bug fixes

  • A better error message is now provided when a user without admin rights or access rights to his or her Employee Vault attempts to access his or her Employee Vault.
  • A better error message is now provided when an Integration Queue is inaccessible and when the server fails to return version data for the Integration Queue.
  • All existing and future failed or cancelled uploads now appear in the Upload to SmartVault folder.
  •  The SmartVault client updater now displays a list of applications that must be closed before you can update SmartVault.
  • SmartVault is now prevented from exiting if a DMS Migration is currently running. Shutting down, restarting, or signing out of your desktop will still close SmartVault.
  • An issue was resolved that prevents uploading files when dragging and dropping/copying and pasting multiple files with different access permissions.
  • Various other bug fixes

 

There is a known issue with this release in which the billing amount displayed when adding seasonal workers to your account is incorrect. However, the actual amount of money billed to your account is accurate.

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Last modified
23:05, 4 Mar 2015

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