| Course | |||||
|---|---|---|---|---|---|
 | Staff Training This course is designed for the staff/employees of your SmartVault account to learn how to utilize SmartVault Accounting Pro with the Intuit integration built in! If you are a non-Intuit user, please sign up for the Accounting Pro Staff/Employee,... | ||||
 | Staff Training Looking to better understand the dynamic features of SmartVault like DocuSign, 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... | ||||
 | Docdown and SmartVault (Feature Add-On) 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... |
