Creating Client Engagements for All Clients

You can create an engagement to send to your entire client list at once in SmartVault Client Management. SmartVault automatically creates folders and subfolders in your Clients’ Vaults for the year and frequency (quarterly, monthly, etc.) you select in the engagement.

  Information

You can also create new engagements for a selection of clients or a single client in Client Management.

Creating Engagements in Client Management

To create an engagement to send all your clients in the SmartVault portal:

  1. Sign in to SmartVault.
  2. Click Client Management from the left navigation menu.

    SmartVault portal window at home page with client management highlighted. See information above

  3. Click Actions next to Add Client and select Add Engagements to all.

    Client management page with Actions highlighted next to add client. See information above

  4. In Add Engagement for all Clients, select the Engagement type and year.

    Add engagements for all clients window. See information above

  5. Click Add.
  6. The engagement may take up to an hour to process. SmartVault sends you an email when the engagement is ready to view.

Creating a New Engagement in the Legacy View

To create an engagement for all of your clients in the Legacy View:

  1. Sign in to SmartVault.
  2. Click Clients.

    SmartVault portal window at home page with clients highlighted in navigation menu. See information above

  3. Click Create new engagements for all clients .
  4. Go to Type to choose an engagement type.

    Image of engagement Type menu. See information above

  5. Go to Period to choose a year.

    Image of engagement year menu. See information above

  6. Click Save engagement .
  7. The engagement may take up to an hour to process. SmartVault sends you an email when the engagement is ready to view.
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