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SmartVault Release Notes for May 2017

May 2017 SmartVault Service Updates

Release Date: May 24th, 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.


All new SmartVault Account Admins and Users will default to the Dashboard View when they log into the SmartVault Portal.  Existing SmartVault customers who are Administrators or Users (i.e. employees) can take advantage of the new features available in the Dashboard View by switching their View Preferences - click here to learn how.

  • Dashboard View will, over the next few months, become the default view for all SmartVault Account Administrators and Users.
  • SmartVault Clients and Guests (i.e. end clients) will still default to the Files & Folders view within the existing Client Portal.
  • For more information on the Dashboard View, click here to Explore the SmartVault Dashboard

 







 




The text Drag Files Here will always be visible at the bottom of Vaults and Folders where you can drag and drop files to upload them within the Files & Folders view.

  • Currently this feature does not support the uploading of Folders- just one or multiple Files.  
  • Folders must be manually created or copied/moved from another location with the Files & Folders view.

 

​​​​The Delete Company File action will now work as expected in the Files & Folders view in the Dashboard.

  • Click here to learn how to delete a QuickBooks, QBO, FreshBooks, Reckon, or Xero company file from SmartVault.


 

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.)


The Redistribute Clients action will now work as expected in the Files & Folders view in the Dashboard.

  • Click here to learn how to Redistribute Clients in the Dashboard.

 

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Last modified
15:21, 22 Jun 2017

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