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
- In the SmartVault Connected Desktop, on the Client tab, right-click on a client and choose Client Engagement > Project > Project Template.
- 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.
- Sign in to the SmartVault Portal.
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Select Client Management from the left sidebar.
- Click the Actions button (ellipses) for the client you want to create the Project and select Add Engagement.
- In the Select Engagement drop‑down, choose "Project".
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Enter your Project Name.
- To use a custom template, check Select Specific Template and choose one from the list.
- Click Add.
- Watch for the pop‑up that confirms you've added the Project engagement.
- Refresh the client's vault view; your new Project folder should appear there.