Switching to the Dashboard View in the Client Portal

You can change your default view in the Client Portal from the Advanced View or Files and Folder View to the Dashboard View. Find out more about the Dashboard View

This is  the Advanced View:

This is the Files and Folders View:

This is the Dashboard View:

Switching to the Dashboard View

  1. Sign in to the SmartVault Portal.
  2. Click My Info
  3. Under User settings, click View Preferences.
  4. From the View Type menu, select Dashboard.
  5. Click Save Changes.
  6. Click Home. 
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