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Staff Training

Advanced Features--Account Staff/Employee


Description
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 features within your SmartVault account.
Content
  • Bulk Send Feature (5.5 min. Video)
  • Request Docs Feature (6 min. Video)
  • DocuSign and SmartVault (5 min. Video)
  • Granting Access to Non-Clients (4 min. Video)
  • End of Course Survey
Completion rules
  • All units must be completed