| |
| |
 |
|
| |
|
|
| |
|
|
| |
| |
We are continually investing in product development to give
customers new features and improve the overall usability of
SmartVault. Take a look at what we just released, and what’s
coming up.
|
|
|
| |
|
| |
| |
| AVAILABLE NOW |
| File Locking in the Connected Desktop |
| Block modification to a file while it’s being edited |
| |
| |
| Exclusive rights are now available to a user when editing a file from
the Connected Desktop. While a user is editing a file, no one else can
move, edit or delete the file.
|
| |
| Learn more » |
|
|
|
|
|
| |
|
|
| |
| |
| Improved Client Search in the Portal |
| Save time when searching for clients |
| |
| |
| The Clients list in the SmartVault
dashboard now supports searching by
last name for individuals and company
name. Search results are narrowed to a
single page – no more manually
scrolling pages to find specific clients!
|
| |
| Learn more » |
|
|
|
|
|
| |
|
| |
| |
| Cancel Button Added to Email Templates |
| Cancel unsaved changes to a template |
| |
| |
| New cancel button in the email
template editor means you can cancel
unsaved changes to an email template.
The email template editor also gives the
option to revert to the default email
template.
|
| |
| Learn more » |
|
|
|
|
|
| |
|
|
|
|
|
|
| |
| |
Buy 2 years,
Get the 3rd year FREE
|
| |
|
|
| |
| Ask your account manager for details!
Or email sales@smartvault.com
|
| |
|
|
|
|
| |
| |
| |
| |
| Don’t wait until busy season! |
| Accelerate Your SmartVault Training
& Implementation.
|
| |
| Learn more » |
|
|
|
|
| |
|
| |
| |
| “I’ve experienced a 25% savings across the board when I figure
in all the money saved by eliminating paper, postage, and the
decrease in time I spent mired down in a manual workflow.”
|
| |
|
|
| |
|
|
| |
|
|
|
|
| |
| |
| What We’re Working On in Support of TY15… |
| |
Local Storage
For customers who do not want to store confidential information online |
| |
Expanded eSignature Integration
Ability to electronically sign documents and store in SmartVault |
| |
More custom email templates
Allow customers to leverage templates for more client interactions |
| |
Ability to annotate documents
Add text, highlight, place tickmarks and add date stamp native in the Connected Desktop |
| |
Issues and Categories
Improve workflow by adding issues and categories to the Connected Desktop |
| |
Share files with
unauthenticated users
Send files on your clients’ behalf (to a banker, lender, etc.) without having to invite them as a user on SmartVault |
|
|
|
|
|
| |
|
|
| |
| |
| Join our product team for a tour of the new features in SmartVault as well as a preview of the upcoming product roadmap. |
| |
|
|
| |
|
|
|
|
| |
| |
| “Compared to Lacerte's DMS, SmartVault is awesome.” |
| |
 |
|
| |
| ALEX E KRASNOMOWITZ |
| Managing Member |
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
