When you create a new engagement, SmartVault creates the folder structure automatically for the year you choose as well as any other frequencies (quarterly, monthly, etc.) established by the engagement folder template.
Creating a New Engagement
To create a client engagement for all of your clients:
- Sign in to the SmartVault Portal.
- Click Clients.
- Click the Create new engagements for all clients icon.
- Click Tax Engagement and choose one of the following options.
- Click the link below Period and select the year for the engagement you are trying to create.
- Click the Save engagement icon.
- A window appears to inform you that a process has started for creating the selected engagement for all clients and that you would receive an email once the job is complete.