Exporting and Managing Organizers in Client Management

You can view, filter, and export a client's Organizers in Client Management. SmartVault also tracks when your clients view and complete their organizers. You can easily filter which clients need a reminder email and send them in Client Management.

  1. Sign in to the SmartVault portal.
  2. Click Client Management in the navigation bar, then click your client's name to see their Client Details page.

    Image of left side navigation panel. See information above.

  3. Go to the Send Organizer tab, select the statements you want to manage, then click:
    • Export to CSV —Download a CSV file of the Organizers list
    • Send Reminder —Send Reminder to send your client a reminder email to complete and return the organizer
    • Mark Ready to Prepare —Mark the Organizer ready to prepare for later or for your employees
    • Mark Not Ready to Prepare —Change the status to Not Ready to Prepare
    • Filters—Find organizers based on certain criteria. Choose your filters, then click outside the filter options menu to see the filtered results. The filter options are:
      • Has the Organizer been printed?
      • Has the Organizer been sent to the client?
      • Has the client downloaded the Organizer?
      • Has the Organizer reminder been sent?
      • Is the client ready to prepare?
      • Year Range
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