Sending the Organizer
- Sign in to the SmartVault Portal.
- Click Send to Clients.
- Click Send Organizers.
- Enable the checkbox for the client(s) to which you want to send the Organizer.
Notice the column that says "Printed to SmartVault". Make sure the Printed to SmartVault column contains "Yes" in order to send the Organizer.
- Click the Send Organizer Email icon.
- Click OK and then click Close.
You may encounter this error below. To resolve this issue, make sure you have the Organizer already printed to SmartVault.