- Creating Multi-Year Engagement Templates
- Understanding Folder Templates
- Planning Your Folder Template Structure on the Standard Plan
- Creating and Using a Project Engagement
- Managing Your Folder Templates
- Turning on Notifications for a Folder Template
- Creating Client Engagements for All Clients
- Creating Client Engagements for All Clients (UK)
- Creating Client Engagements in Bulk (UK)
- Creating Engagements
- Best Practices for Vault and Folder Structures in SmartVault
- Naming Vault, Folders, and Documents
- Understanding Vaults and Folders in SmartVault
- Editing a Folder Name in Your Folder Templates
- Creating a Project
