You can specify multiple years in your time-bound engagement, like TY2018-TY2019 or Tax Year 2018-2019.

Adding Multiple Years to Engagement Templates

To edit folder templates so they contain multiple years of engagements:

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

   

3. Go to Account Settings>Manage Account and click Manage Folder Templates.
4. Click View and edit templates in the actions bar and go to the engagement template you want to edit.
   • You can also click View and edit templates next to a specific folder template to edit that template directly.

     

5. Hover over the folder you want to contain multiple years of engagements, then use the drop-down menu to select the option that includes multiple years (yyyy-yyyy).

   

6. Click Save changes .
7. In What is this change?, enter a description of the changes you made (required).
   • To apply the changes immediately, select Apply now -- you will receive an email notification when this operation completes, then click OK to save your changes.
   • To continue editing the folder templates, click OK without selecting the apply now option.
8. Click OK to save your changes.  
9. Click Apply template to confirm any changes you made.