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SmartVault Release Notes for April 2017

April 2017 SmartVault Service Updates

Release Date: April 26th, 2017

 

The following changes were made in the SmartVault Dashboard:

(These changes apply to ALL SmartVault Plans.  SmartVault Business Plans, including Starter, Basic, Team, Pro, and ProAdvisor can access parts of the Dashboard by simply changing their default view in View Preferences - click here to learn how.)
 

Please Note: you may need to clear the cache of your web browser and reload the Dashboard to gain access to these new features.
 

A Refresh folder hierarchy icon has been added to the Navigation Pane of the Files and Folders  view in the Dashboard. 

  • Clicking on the Refresh folder hierarchy icon refreshes or updates all the files and folders displayed in your entire SmartVault account.
  • Clicking on the Refresh folder contents icon only refreshes or updates the contents of the currently selected folder or vault.


Left-clicking on the name of a File in the Files and Folders view in the Dashboard now opens a preview of that document in a new tab in your web browser.

  • This replaces the old behavior where left-clicking on a file name allowed you to edit the file name.
  • To edit a file's name, you must left-click on the "pencil" or  icon to the far right of the file name.
     

Left-clicking on the name of a Folder, Vault, or Container in the Files and Folders view in the Dashboard now opens that Container, Vault, or Folder and displays its contents in the Details Pane.

  • This replaces the old behavior where left-clicking on the name allowed you to edit the name of a Folder, Vault, or Container.
  • To edit a Folder, Vault, or Container's name, you must left-click on the "pencil" or  icon to the far right of the name.


 

The ability to Delete or Move a Company File has been added to the Files and Folders view in the Dashboard.

  • Navigate to the FreshBooks, Reckon, QuickBooks, or Xero Company File you wish to move or delete.
  • Left-click on the "Item Properties" or  icon to the far right of the Company File name.
  • Select "Move Company" or "Delete Company" from the Actions Tabs that appear.
  • If you select "Move Company" you will be asked to select a new Vault for the Company File to be moved to.
    • Company Files can only be Moved to another Vault; they cannot be placed in a Folder or Container.
    • The destination Vault must already exist; you will not be given the option to create a new vault when moving a Company Vault. 

 

The following changes were made in the SmartVault Dashboard:

(The following changes only apply to SmartVault Accountant Plans, including Tax Prep, Accounting Pro, and Enterprise.  They are not applicable to SmartVault Business Plans, including Starter, Basic, Team, Pro, and ProAdvisor.)


You can now make Vaults Private in the Files and Folders view.

  • Select a Vault  and click on the "Container Properties" or  icon.
  • Click on the "View Properties" Action tab and then check the box labeled "Make this vault private".

    Please Note:
    • Making a Vault private will automatically remove everyone's access to that Vault except the Admins on the SmartVault account.
    • An Admin can manually give Users (employees), Clients, and Guests access to a Vault after it has been made Private by using the "Access and Notifications" Action tab.
    • Only Vaults in the Clients Container can be made Private.  Any Vault created by an Admin outside of a Container is, by default, only accessible by Admins of that SmartVault account.
       

You can now Redistribute Clients in the Files and Folders view.

  • Click on the Clients Container  and then click on the "Container Properties" or  icon.
  • Select the "Redistribute Clients" Action tab and then click on the "Submit Redistribute Request" button.
  • Many SmartVault Admins create an additional Container within the Client Container named "0-9" for clients or businesses with names that begin with numbers (for example, "10 Downing Street" or "1 800 Flowers").

    Please Note:
    • Container names must be exactly 3 characters long and include a hyphen or "-" as the middle character.  For example, "0-9" or ""A-H" are valid Container names, but "A-" or "AA-BZ" would not be.
    • You must create all of your new Containers within the Clients Container first and then redistribute your clients accordingly.
    • Creating overlapping containers (for example, "A-B" and "A-D") and redistributing your clients from one container to another will not work.
    • You cannot create sub-containers within new or existing Containers inside the Clients Container.

 

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Last modified
15:00, 23 Jun 2017

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