Creating and Using a Project Engagement

ADMIN USER

Project engagements enable you to create a customized folder structure for each client, either from your desktop or the online Portal, allowing you to organize files, collaborate, and keep everyone informed. Before you begin, make sure you've set up and named your project templates to match your workflow. Then, select the method that best fits your day-to-day needs: the Connected Desktop or the Portal.

Before You Start

  • Customize your templates: Edit your default project template(s) to include the necessary folders and permissions as needed.
  • Use unique names: If you have multiple templates, assign each a clear and distinct name.

Creating a Project Engagement

Connected Desktop Online Portal
  1. In the SmartVault Connected Desktop, on the Client tab, right-click on a client and choose Client Engagement > Project > Project Template.
  2. Enter a name for the project and click Save.

  Information

If you've already invited your clients, they'll see the new folders next time they log in. Otherwise, invite them to their vault so they can access the project.

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