- Using the Client List Pane
- Recreating a Client in SmartVault
- Refreshing the Client List in the Connected Desktop
- Archiving and Restoring Clients
- Finding Clients and Files in the Connected Desktop
- Using the Client List Pane in the Connected Desktop (UK)
- Delete a Client from SmartVault Using Connected Desktop
- Viewing Client information in the SmartVault Connected Desktop
- Filtering Clients in Client List by Tax Type