-
Templates 101 ( minute video 🎥)
-
Template Edit Basics (5 minute video 🎥)
-
Templates and Auto-Sorting Documents-Intuit (1.5 minute video 🎥)
-
Creating a Project (5 minute video 🎥)
-
Popular Template Changes (2 minute read 📖)
SmartVault Folder Templates
A brief overview of SmartVault Folder Templates and updates/changes that can be made.
Account Administrators ONLY
If you have reached out to SmartVault in regards to your folder templates and how to set these up, this course is designed for you. Please watch these videos to help you gain a deeper understanding of folder templates and the abilities you have with them. As a note, folder templates are POWERFUL tools, and we suggest only making changes that you are certain you want to make. If ever you have questions, please feel free to reach out to Customer Care, Customer Success Manager, or Customer Onboarding Manager to better help guide you.