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SmartVault Release Notes for February 2017

February 2017 SmartVault Service Updates

Release Date: February 15th, 2017


The following changes were made in the Dashboard:

A large Files and Folders icon has been added to the Dashboard landing page to simplify document access.


The Client Information Screen for each vault now displays invitation status next to each email address associated with that vault.

  • Invitation status is listed as: Activated, Invited, or Not Invited to SmartVault.
  • You can get to the Client Information Screen for a particular vault by going to Dashboard => Clients and then clicking on thesymbol next to the client's name or within the client's contact V-card.

Clicking on the Vault icon on the Client Information Screen will immediately open and display that client's vault in the Files and Folders view within the Dashboard.



The following changes were made in the SmartVault Portal, Dashboard, and Connected Desktop:

The About SmartVault pages include updated credits and third party licensing information.