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SmartVault Release Notes for January 2017

January 2017 SmartVault Service Updates

Release Date: January 18th, 2017

 

The following changes were made in the Connected Desktop:
 

The Client Information tab has been added to the Connected Desktop.

  • Left-click on the client's name to select them and then left-click on the Client Information tab to display their information.
  • Users can now view basic information about their clients inside the Connected Desktop without having to open the SmartVault Portal or Dashboard.


     
  • Client Information cannot be altered or amended within the Client Information tab, but it can be highlighted and copied and pasted where needed - e.g. in an email or e-signature request.
     
  • To edit a client's contact information, the process remains the same from the Connected Desktop:
    1. Right-click on the client's name in the Clients View in the Connected Desktop.
    2. Select "Open client in Portal" from the drop-down menu that appears.


       
    3. (Sign in to the SmartVault Portal if you haven't already done so.) 
    4. Left-click on the "Pencil" icon near the top left corner to edit the client's contact information.
      • Change the client's information as needed
    5. Left-click on the Save or "Disk" icon near the top left corner to save your changes



       
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Last modified
16:30, 15 Feb 2017

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