Sending the Organizer to Clients

Sending the Organizer

  Note

If you have your View Preferences set to "2020 New View", follow the Steps in Client Management.

  1. Sign in to the SmartVault Portal.
  2. Click Send to Clients.
  3. Click Send Organizers.
  4. Enable the checkbox for the client(s) you want to send the Organizer.

      Note

    Notice the column that says "Printed to SmartVault." Ensure the Printed to SmartVault column contains "Yes" to send the Organizer.

  5. Click the Send Organizer Email icon. 
  6. Click OK and then click Close

Steps in Client Management

If you have your View Preferences set to "2020 New View", follow these steps:

  1. Sign in to the SmartVault Portal.
  2. Select Client Management from the left sidebar.

    CM_-_Left_pane.png

  3. Locate the client you want to send the organizer to and click on it to open the Client Details page. 

    CM_-_Client_name_grid.png

  4. Click the Send Organizer tab.  

    CM_-_Send_organizer_tab.png

  5. Select the organizer from the list and click Send Organizer Email. You will be prompted to confirm sending the organizer email, click Ok to proceed.

Resolving Errors

You may encounter this error below. To resolve this issue, make sure you have the Organizer already printed to SmartVault.

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