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SmartVault Customer Center

SmartVault QuickStart Pro - Business

Congratulations on your SmartVault purchase!

Your next step to getting the most value out of your SmartVault experience is taking advantage of one of our On-boarding and Training packages. Our QuickStart Pro (Setup and Admin training service package is specially designed to get the big features you need configured and learn how to navigate SmartVault so you can start using right away.


Session 1: Account Setup and Administration

By the end of your first session, your SmartVault account will be customized and configured to support your document based work flows. You will be able to invite and manage users and set role-based security permissions, You'll also learn how to use various integrations with QuickBooks and MS Outlook.


(approx 1.5 hours with trainer)
  • Install SmartVault software1
  • Customized Branding
    • Create subdomain
    • Chose color scheme
    • Upload logo
  • Install Outlook plugin
  • Review Dashboard
  • Using SmartVault PDF Printer
  • Integrate Scanner (local)
  • Review Sharing
  • Explore the SmartVault Launchpad
  • Explore the Dashboard
  • Best Practices for Vaults and Folders
  • Invite Employees
  • Configure QBO/QBD
  • Activity Log & Version History
  • Connected Desktop
  • Using the Outlook plugin
Session 2 - SmartVault Core Essentials - User Training
At the close of Session 1, the specialist will work with you to schedule you/your staff in one of our Core Essentials training classes. This session will focus on using SmartVault in your day-to-day document workflow.
(approx 1 hour, instructor-led, group training)
  • Team Workflow Overview
  • Using the SmartVault Connected Desktop in detail
  • Using the Outlook Plugin
  • Review the SmartVault Drive
  • Attaching docs to QBD/QBO
  • Best Practices for Sharing
We strongly recommend visiting the SmartVault Training Hub to get help you get more out of your investment.

SmartVault Training Hub

1Limit: SmartVault software installation on 1 administrator's computer.


  • SmartVault login – make sure you have activated your SmartVault access
  • Custom Logo Dimensions (340 pixels in width or 60 pixels in height)
  • Color palette – colors you’re using on your current website


  • Initiation of QuickStart service shall normally be scheduled within 10 business days of date of purchase
  • Installation, Configuration, and Admin Training is usually completed within 1 session
  • After the Staff Training, we will offer a 30 min Follow Up session at no additional charge


  • 1 SmartVault account
  • Installation of SmartVault software on 1 administrator's computer
  • 1-on-1 training limited to the sessions and times outlined above



  1. SmartVault Delivery Expectations:
    • Completion of most QuickStart Services within 30 days from date of payment.
    • Offer service delivery start date within 10 business days from date of payment.
    • Response time of less than 24 hours during normal business days for status updates or schedule change requests.
  2. Customer Participation Expectations:
    • Customer must be available to complete the QuickStart Service within 30 days from service delivery start date.
    • Customer may, at the time of purchase, request to postpone service delivery start date up to 30 days after date of payment.
    • Availability to schedule service delivery start date within 10 business days from date of purchase
    • 24 hours advance notice to reschedule a service appointment.  Missed appointments will be assessed a $25 re-booking fee.
    • Customer will forfeit all payments of QuickStart if for any reason, misses multiple appointments or chooses not to complete the services within 30 days of payment.
  3. Refund Policy:
    • Customer is entitled to a 100% refund of all service fees prior to Service Delivery Start Date.
    • Upon initiation of service delivery start date, SmartVault shall consider payment for services complete and final.
    • If customer abandons QuickStart after service delivery start date and fails to notify SmartVault of customer intent to postpone QuickStart implementation, customer’s payment for services shall be non-refundable after 60 days from service delivery start date or 30 days from date of purchase, whichever comes first.
  4. Additional Charges for Service:
    • Additional service charges may be incurred during your QuickStart.  All additional charges will be provided to customer in writing prior to initiation of charge

      $200   per Hour Custom Staff Training Session

      $100   per Hour 1-on-1 training (after included configuration and administrative training
      $  25   per missed appointment (without 24 hours prior notice to reschedule)

SmartVault reserves the right, at its sole discretion, to change, modify, add or remove portions of these Terms of Service, at any time.

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