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SmartVault Release Notes for September 2015

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Release Date: September 30, 2015

This release includes new features and various bug fixes for customers on plans for Intuit Lacerte and ProSeries Tax. Here’s a summary of the features and fixes implemented in this release:

  • The Activity Log can be viewed from the Dashboard and now displays a user’s IP address.
  • New customers can now select their time zone from the user activation screen.
  • Customers can select the Dashboard as their default Portal view.

 

The following bugs were fixed in this release:

  • Typos have been corrected in the Email Template editor UI.
  • The Activity Log now shows data past 90 days out.
  • After removing a user from a vault in View Access and Notifications, his or her name no longer appears in the Send Link to Vault and Get Link to Vault user lists.
  • We’ve removed an incorrect message from the Activity Log dialog box.
  • The Migration Log no longer appears in the SmartVault Portal.

 

Release Date: September 11, 2015
This release includes bug fixes for customers on SmartVault plans for Intuit Lacerte and ProSeries Tax. Here’s a summary of the fixes implemented in this release:

  • We've fixed issues with the following aspects of the SmartVault Connected Desktop:
    • There is no longer a delay when moving from one client to another
    • Incremental search (search while you type) does not lag
    • There is no longer a delay returning results when typing in the search bar
    • We’ve resolved an issue preventing the Expand by Yearfunction from working properly

 

Release Date: September 3, 2015
This release includes a bug fix for customers on SmartVault plans for Intuit Lacerte and ProSeries Tax. Here’s a summary of the fix implemented in this release:

  • We've resolved an issue preventing customers from being able to drag and drop and copy/paste from the SmartVault Connected Desktop to the Windows desktop.

 

Release Date: September 2, 2015
This release includes some new features and bug fixes for customers on SmartVault plans for Intuit Lacerte and ProSeries Tax. Here’s a summary of the features and fixes implemented in this release:

  • Customers can now share PDF files with users – without inviting them to their SmartVault account – by sending a password-protected email.
  • We’ve resolved two issues with file locking in the SmartVault Connected Desktop:
    • A file no longer remains locked if it fails to download.
    • The latest version of a file can be downloaded if it was previously opened as read-only.

 

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Last modified
07:05, 22 Oct 2015

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