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SmartVault Release Notes for January 2018

January 2018 SmartVault Service Updates

Release Date: January 29th, 2018



The following changes were made to all SmartVault accounts:


Security Improvements: Sessions and Two-Factor Authentication (2FA)

Enabling Sessions and Two-Factor Authentication (2FA) adds several new layers of security to your SmartVault account.  Simply put, these new security enhancements protect SmartVault users by:

  • Automatically logging someone out of the SmartVault Portal if they are inactive for 15 minutes or if they switch to a new internet connection or network.
  • Asking users for a Verification Code if they attempt to log in to the SmartVault Portal from an unrecognized web browser or device.

    For more detailed information on how they work, please click on the Sessions and the Two-Factor Authentication (2FA) links in the sections below.


SmartVault Admins can now enable Sessions and 2FA for everyone on their account.

All SmartVault Users, Clients, and Guests can individually enable Sessions and 2FA within their User Settings.

The following changes apply to all SmartVault accounts EXCEPT Starter Plans:


New E-Signature Integration: DocuSign

You can now integrate a DocuSign account with SmartVault so that you can send files directly from your SmartVault account out for electronic signature.

  • If you have an existing DocuSign account and would like to integrate it with SmartVault, click here.
  • If you would like to create a free trial DocuSign account and try it out with SmartVault, click here.
  • Per Citrix, current RightSignature e-signature integrations with SmartVault will continue to function until August of 2018.  If you would like instructions on how to disconnect your RightSignature account from SmartVault, click here.
    • Files sent for e-signature from SmartVault will be tracked and signed through DocuSign and then automatically returned and saved in SmartVault.
    • In SmartVault Accountant & Tax Plans only: if a document is sent for e-signature from a particular client's vault, then all the guest names and email addresses associated with that client vault will be pre-populated as recipients.
    • DocuSign Account Admins can invite their employees to their DocuSign account by purchasing additional user licenses.  Each employee should integrate their specific DocuSign User account with SmartVault; that way the DocuSign Admin will not get bombarded with updates and email notifications about every document that each employee has sent out for e-signature.


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