In the Standard plan, you can add clients to your SmartVault account. When a client is added, a vault is automatically created for them, offering a secure and organized way to manage their documents and interactions.

After adding new clients, you can invite them to access their vault. This requires the client to create a guest account to access their files via a Portal.

To add a client or entity vault:

1. Sign in to the SmartVault Portal.
2. Click your account name to access your firm's vault.
   
3. Click the Vault icon to create a new client or entity.
   
4. Enter the client's or entity's name and press Enter on your keyboard to save it.
   

After creating the client or entity vault, you can add folders.

Additional Resources

Here are some other helpful guides to get the most out of managing your clients in SmartVault:

• Creating and Managing Folders in SmartVault - Standard Plan
  Learn how to organize your client's files by creating and managing folders and subfolders within their vault.
• Inviting Clients to Access Their Vault - Standard Plan
  Follow these steps to invite your clients and grant them access to their vault and folder structure.