- Restoring a Client from the Recycle Bin
- Managing Your Files and Folders
- Uploading Files to the SmartVault Portal
- Editing Documents in the SmartVault Portal
- Inviting a Seasonal Employee to SmartVault
- Adding or Updating a Client's Email Address
- Inviting Clients to Your SmartVault Account (UK)
- Deleting a Client from SmartVault
- Adding Additional Client Contacts to a Client Record
- Send Financial Statements Workflow
- Renaming a Folder or File in the SmartVault Portal
- Previewing Documents Using the SmartVault Portal
- Moving a Folder in the SmartVault Portal
- Enhancing Your Search in the Portal with Wildcards
- Deleting Files and Folders
- Viewing and Downloading Previous Versions of a File with Version History
- Creating a Folder in the SmartVault Portal
- SmartVault Dashboard Glossary
- Changing your Default Page Size in the SmartVault Portal
- Testing a SmartVault Email Template before Sending to a Client
- Setting the Custom Salutation for Clients to Use with Email Templates
- Setting Filters for the Client List and Client Engagements
- Using the Send to Clients Module
- Sending Organizers, Tax Returns, and Financial Statements in Bulk
- Removing the Client Copy or Government Filing Copy from Your Tax Return Email Template When Sending a Tax Return Email Fails
- Re-inviting Clients with Pending Account Activations in the SmartVault Portal
- Navigating the Files View in Dashboard
- Using the Improved Search in the SmartVault Dashboard
- Manually Adding a Client ID
- Giving Access to Multiple Vaults to a Client
