Creating and Using a Project Engagement

You can create a project engagement in two ways. One in the Dashboard on the Projects page of each client, or in the SmartVault Connected Desktop.

Prerequisite

  1. Ensure you have customized your default project template(s) to fit your workflow and document storage needs. (learn more)
  2. If you have multiple project templates, ensure they have unique names.

Using a Project Engagement in the Connected Desktop

  1. In the SmartVault Connected Desktop, on the Client tab, right click on a client and choose Select Template >
  2. Pick Project in the list and choose the project template to use to create the engagement.
  3. Enter a name for the project. Voila! Your done!
  4. If you have already invited your clients, they should see the folders you've shared with them in the template the next time they log in.
  5. If not, then you will have to invite them to their client vault.

Using a Project Engagement in the SmartVault Dashboard

  1. In the SmartVault Dashboard, click the Clients icon. 
  2. Select a client and click the Engagement icon.

  3. Choose the type of template you want to use. (Project)
  4. If you have customized your project template, place an X in the Select specific      template option.
  5. Click the Save icon.
  6. From the clients dashboard, click the Vault icon to link directly to your client's project.

 

 

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