Create a test client and a dedicated Gmail account to preview and validate the emails sent via SmartVault's templates. Ensuring client-facing emails are edited and formatted to your firm's specifications is a good practice.

Testing the User Activation Email Template

To test the user activation email:

1. Sign in to the SmartVault Portal.
2. Select Client Management from the navigation sidebar.
3. Open Client 01Test's details by clicking its name.
   
4. Click Invite client and confirm by clicking OK.
   
5. Review the email in the dedicated Gmail account.

Testing the Tax Return Email Template

To test the tax return email template:

1. Print and upload the client and government copies of the return to Client 01Test's vault.

     Important

   Ensure an engagement is already created for Client 01Test.

2. Sign in to the SmartVault Portal.
3. Go to READY TO SEND > Tax Returns.
   
   

     Important

   Confirm the Tax Year from which you want to send the return. 

   Edit the Tax Year if needed by clicking on the year filter.
   
4. Choose Client 01Test's vault.
5. Click the Info icon to access client information.
   
6. Go to the Send Tax Returns tab.
   
   
7. Select the client's returns and click the mail icon to initiate the email.
8. Click OK to confirm sending the email.
   
9. Review the email in the dedicated Gmail account.