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Bulk Send Feature (5.5 min. Video 🎥)
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Request Docs Feature (8 min. Video🎥)
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Granting Access to Non-Clients (4 min. Video 🎥)
Staff and Employee Advanced Features
Course designed to help you navigate SmartVault advanced features on Staff and Employee accounts
Looking to better understand the dynamic features of SmartVault like Bulk Send Documents, Request Docs, and granting access to non-clients? Then you have come to the right spot! Advanced Features will walk you through setting up these features within your SmartVault account.