Archiving and Restoring Clients

As your client base changes, you can archive clients so they won’t appear on client lists for your employees in Client Management and the Connected Desktop.

Archived clients can still access their account or you can remove their access. Their data is saved in SmartVault so employees can view and download archived client data. SmartVault administrators can restore archived client vaults for all users if the client returns.

Archiving Clients in the Portal

To archive clients in the SmartVault Portal:

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

    Image of Navigation menu in the Smart Vault portal on the left side with client management highlighted. See information above.

  3. Select the client(s) you want to archive.

    Image of client management page with two clients selected. See information above.

  4. Click on Actions next to Add Client, then select Archive.
    • You can also click Actions in your client list to archive a single client.
  5. In Archive Client, select an option:
    • Archive and preserve client access — The client(s) can continue to access their SmartVault guest account and documents.
    • Archive and remove client access — The client(s) cannot continue to access their SmartVault guest account and documents.

      Image of Archive Client window with access options. See information above.

  6. Click Archive.
  7. Archiving Clients displays a list of archived clients and their status:
    • Blue check mark — Client archived successfully.
    • Red exclamation point —There was an error archiving the client because the client does not exist.

      Window showing different status updates: Success and Error. See information above.

Archiving Clients in the Connected Desktop

To archive clients in the Connected Desktop:

  1. Open the SmartVault Connected Desktop and go to Clients.
  2. Right-click to select the client you want to archive and choose Archive client in the shortcut menu.

    Connected desktop view with shortcut menu open and Archive client selected. See information above.

  3. In Archive Client, select an option:
    • Archive and preserve client access — The client can continue to access their SmartVault guest account and documents.
    • Archive and remove client access — The client cannot continue to access their SmartVault guest account and documents.

      Image of Archive Client window with access options. See information above. See information above.

  4. Click Archive. The client is archived and removed from your account client list.

Managing Archived Client Data

You can still access archived client data to rename, copy, delete, and download their documents.

To view and manage all of your archived clients and their folders in the SmartVault portal:

  1. Sign in to the SmartVault Portal.
  2. Click on your initials at the top of the screen and select Settings.

    Image of initials at top right of Smart Vault portal with Settings highlighted. See information above.

  3. Go to Account Settings>Manage Account, then click Archived Clients.

    Smart Vault setting page with Archived Clients link highlighted. See information above.

  4. The Archived clients page opens. Click the archived client’s Vault to see the client's folders.

    Archived client list window with vault button highlighted. See information above.

  5. View and manage your clients' folders and documents on the View Files and Folders page.

Restoring Archived Clients

To return an archived client to your current client list and restore their folders for your employees:

  Important

You must be a SmartVault Administrator to restore archived clients. Restoring clients adds them back to all employees on the account.

  1. Sign in to the SmartVault Portal.
  2. Click on your initials at the top of the screen, and select Settings.

    Image of initials at top right of Smart Vault portal with Settings highlighted. See information above.

  3. Go to Account Settings>Manage Account and click Archived Clients.
  4. On the Archived clients page, select the client(s) you want to restore and click Restore clients.

    Archived Clients page with a client selected and Restore clients highlighed at the top right. See information above.

  5. Click Restore to confirm. The clients you restored are visible in your employees’ client lists. 
  6. Re-invite archived clients and guests to SmartVault to give them access to their accounts and documents again.
Was this article helpful?
18 out of 24 found this helpful
...