Getting Started for Business

GENERAL USER

If you’re an administrator getting started with a new SmartVault account for Business, you're in the right place! You’ll learn the basics to set up your account, add users, and begin adding and sharing documents.

Take advantage of SmartVault Academy — our free, self-paced onboarding video courses — to learn at your own pace.

For Guests or Clients: If you're invited to use SmartVault by another user, check out SmartVault for Guest Users for tailored guidance.

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