As you navigate around the SmartVault Dashboard, you can access help articles and links to our support page from any page in the Dashboard. Depending on the page you are currently on, different help articles will be displayed on this menu to help with common tasks you can complete on your current page.
Screens may differ slightly for non-tax accounting customers
Each page displays a help menu icon next to your account name.
Click the icon to expand the menu and see the contextual help articles.
If no articles for this section are available, the help topics section will not appear.