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Staff Training

Business Pro Staff/Employee


Description
This course is designed for the Staff and Employees of your SmartVault account to learn how to utilize SmartVault Business Pro! If you are an account administrator at your company, please sign up for the Business Pro Administrator to help you gain a deeper knowledge of the software!
Content
  • Hello and Welcome!
  • Welcome to SmartVault Academy (1 minute video)
  • Getting to the Course
  • How to use SmartVault Academy (1 minute read)
  • SmartVault Glossary of Terms
  • onboarding and software configuration
  • What you'll learn in this Section (1 minute read)
  • Logging in Online (1 minute read)
  • Password Reset (2 minute read)
  • Where to Get Help? (2 minute read)
  • Online Portal Walkthrough (2 minute video)
  • Settings Page (4.5 minute video)
  • Client Management (5 minute video)
  • how smartvault and structured and organized
  • What you'll learn in this Section (1 minute read)
  • Files and Folders (6.5 minute video)
  • Files and Folders Management in SmartVault (6 minute read)
  • Purpose of Engagements (4 minute read)
  • Creating a Project (5 minute video)
  • Popular Template Changes (2 minute read)
  • connected desktop and client import
  • What you'll learn in this Section (1 minute read)
  • Connected Desktop Download (3 minute read)
  • Connected Desktop Icons and Purposes (2 minute read)
  • Connected Desktop, what is it? (5 minute article)
  • Connected Desktop Overview (6 minute video)
  • Importing Clients in Bulk (5 minute video)
  • day-to-day work
  • What you'll learn in this Section (1 minute read)
  • Document Management and Getting Docs into a Vault (3.5 minute video)
  • Scanning Files (2 minute read)
  • SmartVault PDF Printer (4.5 minute video)
  • Sharing Information with Clients (5 minute read)
  • Connected Desktop Tips and Tricks (3 minute article)
  • your clients and how they see and use smartvault
  • What you'll learn in this Section (1 minute read)
  • Inviting a Client and Their Set-Up (2.5 minute video)
  • Client Experience (3 minute video)
  • End of Course Survey
Completion rules
  • All units must be completed