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SmartVault Release Notes for December 2016

December 2016 SmartVault Service Updates

Release Date: December 21st, 2016

 

The following changes were made in the Connected Desktop:
 

The Auto-Refresh feature has been added to the Connected Desktop.

  • Users no longer have to select the "Refresh clients" option in the View menu  or click on the  button in the Client View to make the Connected Desktop update - it will now do so automatically.
    • The Connected Desktop should automatically refresh every few seconds, but users can still force an immediate update by using the options mentioned above.
       
  • Updating to the latest version of the SmartVault for Windows software will cause the following pop-up to appear whenever the user signs in to the SmartVault Launchpad and successfully connects to the auto-refresh service:



     

E-Signature requests can now be sent from the Connected Desktop

  • Users must have a RightSignature account and integrated it with SmartVault before this feature will work.
     
  • Discounts are available to new and existing RightSignature customers if they sign up through SmartVault.
     
  • To begin the process of creating or using an existing RightSignature account and integrating it with SmartVault, please start here: Getting started with E-Signature.
     
  • Once integrated, the feature is very easy to use:
    • Select a document in the Connected Desktop that you want to have electronically signed and click on "Get Signature" in the Client View or right-click on the document and select "Get Signature" from the drop-down menu:


       
    • You will be taken directly to your RightSignature account and can proceed following the instructions available on their website and through this short training video: Sending a Document for Signature
       
    • Once your client(s) have signed the document, you will receive an email notification from RightSignature and the document will be viewable immediately through RightSignature's website.  The original document in SmartVault will be automatically updated to the signed version of the document within the next few hours.
       

Release Date: December 1st, 2016

 

The following changes were made in the SmartVault Portal:
 

Corrected issue were some Primary Contacts on existing SmartVault Business and legacy plans were unable to update their Payment Information.


 

  • To verify or change the Primary Contact on a SmartVault account, you must be an Administrator on the account.  
     

  • Follow these steps if you wish to view or modify the Primary Contact on a SmartVault account:  Change Primary Contact of a SmartVault Account.
     

  • Follow these steps if you are the Primary Contact and would like to modify your Payment Information:  Update Payment Information.






     

Fixed a bug within the Employees Tab of the Dashboard so that it will correctly display all employees in alphabetical order across multiple pages.


 

  • All SmartVault accounts with fewer than 50 seasonal or full-time employees were unaffected by this bug.
     
  • Follow these steps if you are an Administrator on a SmartVault account that has access to the Dashboard and you would like to invite an additional employee to SmartVault:  Invite an Employee.
     
  • If you receive an error whenever you try to invite an additional employee to SmartVault through the Dashboard, you may have exceeded the number of User licenses available or tried to use an existing email address for another Guest or User on the account.  Click on the correct error message below to resolve the issue:



 

The following changes were made in the Connected Desktop:
 

Fixed a bug in the Issues Tab so that date and time stamps are automatically saved.


 

  • Users have the option to "Archive All" or "Archive Selected" issues.
     
  • Archived Issues are removed from the Issues tab in the Connected Desktop and are converted into a .csv file.
    • The user can select where they wish to save the .csv file within that specific client's vault.  
    • The archived Issues files are given a default name of "Issues-<Client's Name>", but users may overwrite the name if they wish.
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