SmartVault Tax and Accounting plans
When you invite your clients to view files and folders in your SmartVault account, an email is sent to each client. This email helps your client activate his or her SmartVault account. The email is generated by a template. Use the steps in this guide to customize the User Activation email template.
Note: This email template is used anytime you invite a new user to SmartVault, including non-client guest users and employee users. You can either inform your employees about this email, or you can invite all your employees before editing this email template.
Note: The Revert to Default button will delete any changes you've made to the email template and will revert the template back to the original SmartVault default text.
If you plan on working on multiple versions of your email templates or changing the template used in this guide, see this article on saving versions of formatted email templates and then using those formatted email templates at a later time.