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Hello and Welcome
Welcome to the online learning portion of SmartVault with Docdown!
Docdown is an add-on feature that can be added to your SmartVault account to boost your productivity workflow! Follow this course to help you best leverage this dynamic feature!
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Hello and Welcome! (2 minute video 🎥)
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How to use SmartVault Academy (1 minute read📖)
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Enabling your Docdown Account (1 minute video 🎥)
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Setting Up Your Docdown Account (2 minute read 📖)
- Docdown Initial Overview
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What you'll learn in this Section--Docdown Initial Overview (1 minute read 📖)
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Docdown Homepage and Navigation (2 minute video 🎥)
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Brand Identity Article (3 minute read 📖)
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Docdown Documents Page (2 minute video 🎥)
- Editing your Documents
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What you'll learn in this Section--Editing your Documents (1 minute read 📖)
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Understanding the Editor (4 minute read 📖)
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Creating Fields on your Document (8 minute video 🎥)
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Editor Specifics (2 minute read 📖)
- Workflows and Docdown
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What you'll learn in this Section--Workflows and Docdown (1 minute read 📖)
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Workflow Options (3 minute read 📖)
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Steps to Create Workflow (2 minute read 📖)
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Understanding the Online Form (4 minute read 📖)
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SmartVault Prospective Client Vault Workflow Set Up (2 minute read 📖)
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SmartVault Upload to Client Vault Workflow Set Up (4 minute read 📖)
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How to Create and Go Through a Workflow (4 minute video 🎥)
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Workflows in Action (4 minute video 🎥)
- Closing
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Best Practices (2 minute read 📖)
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End of Course Docdown Survey
Docdown
Course to help train on the feature add-on of Docdown. If you purchased Docdown, or are interested in learning more, please take this course.
Welcome to your new add-on of Docdown with SmartVault! Follow this course to help you better understand how to leverage Docdown to share forms with clients and prospective clients and have them routed directly into SmartVault! This course is an additional add-on to your account, please verify you have Docdown in order to follow along on the steps.