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Change your Default Page Size in the SmartVault Portal

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Overview  

Although the Files and Folders view is the default view for guests and tax clients, and the Advanced view is the default view for SmartVault administrators, users can also specify page size of their default view in the SmartVault Portal. The page size setting allows you to see more files and folders displayed on each page.

 

View Preferences will also directly affect the Clients view in the Dashboard giving you the ability to select up to 100 clients at once which allows you to invite or create new engagements for up to 100 clients at a time.

Steps

  1. Sign in to the SmartVault Portal. 
  2. Click My Info.

    CP_My_Info_Menu_Option.png
     
  3. Under User Settings, click View Preferences.

    CP_My_Info_View_Preferences.png
     
  4. In the Page Size field, select the default size you would prefer.

    CP_My_Info_View_Preferences_Page_Size.png
     
  5. Click Save Changes.
  6. To see your new default view, click Home.
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Last modified
20:02, 20 Sep 2016

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