The SmartVault Dashboard is where you make changes to the more advanced features of the SmartVault Portal, such as setting up your client sharing preferences, inviting clients to view their documents, and managing your employee users.
How-to articles describe steps for completing an end-user task. To add a new how-to article, follow these steps:
Watch a video on just the SmartVault Dashboard:
Watch a video on the SmartVault Portal: