Need to add more contacts to an existing client? This guide walks you through the simple process of adding additional contacts to any client record in SmartVault.

Adding Client Contacts

1. Sign in to the SmartVault Portal.
2. Navigate to Client Management
   • Click Client Management in the navigation sidebar.

     

3. Access the Client Record
   • Locate and click on the specific client you want to modify. 
     

     

   • This opens the detailed client record.
4. Open Contact Management
   • Select the Contacts tab within the client record.
   • Click the Edit Contacts button to begin making changes.
     

     

5. Add a New Contact
   • Scroll down to the contacts section at the bottom of the page.
   • Click the + Add Contact button to create a new entry. 
     

     

6. Enter Contact Information
   • Complete all relevant fields for the new contact.
   • Include name, email, phone number, and any other required information.
   • Click Save Client to finalize your changes. 

     

Once saved, the new contact will be available in the client record and can be selected when sending communications or granting access to specific documents.

When to Add Additional Contacts

Consider adding multiple contacts when:

• You need to communicate with various individuals within the same organization.
• The client has separate billing and technical contacts.
• Multiple individuals need access to shared documents.
• You want to maintain a comprehensive record of all key personnel.