Customer Center
Help Topics
Self-Help Guides
Home > Product Features > SmartVault Connected Desktop > Connected Desktop How-To Guides > Open a Client in the Portal from Connected Desktop

Open a Client in the Portal from Connected Desktop


You can open a client profile in the Client Portal directly from the Connected Desktop. Often this can help you by utilizing the search capabilities within the Connected Desktop to located a client in a large client list. Then, you can easily make changes in the Client Portal to that client—such as updating an email address.



  1. Search for a client in the Connected Desktop.
  2. Right click on the client and select Open client in Portal.

  3. The client profile opens in your web browser. Please note: you might need to sign in to the SmartVault Client Portal if you have not already signed in.
Last modified


This page has no custom tags.


This page has no classifications.