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Admin Training

Accounting Pro Administrator, Non-Intuit Integration


Description
This course is designed for the administrator of your SmartVault account to learn how to utilize SmartVault Accounting Pro that does not utilize the Intuit integration! If you are an Intuit user, please sign up for the Accounting Pro Administrator with Intuit Integration to help you gain a deeper knowledge of the software!
Content
  • Hello and Welcome!
  • Welcome to SmartVault Academy (1 minute video)
  • Getting to the Course
  • How to use SmartVault Academy (1 minute read)
  • SmartVault Glossary of Terms
  • onboarding and software configuration
  • What you'll learn in this Section (1 minute read)
  • Logging in Online (1 minute read)
  • Password Reset (2 minute read)
  • Where to Get Help? (2 minute read)
  • Online Portal Walkthrough (2 minute video)
  • Settings Page (4.5 minute video)
  • Activity Log (4.5 minute video)
  • Custom Branding Your Online Portal(5.5 minute video)
  • Adding Your Employees (4 minute video)
  • Client Management (5 minute video)
  • how smartvault and structured and organized
  • What you'll learn in this Section (1 minute read)
  • Files and Folders (6 minute video)
  • Files and Folders Management in SmartVault (6 minute read)
  • Purpose of Engagements (4 minute read)
  • What is a SmartVault Folder Template? (4 minute video)
  • Template Edit 101 (5.5 minute video)
  • Templates and Auto-Sorting Documents (1.5 minute video)
  • Creating a Project (5 minute video)
  • Popular Template Changes (2 minute read)
  • connected desktop and client import
  • What you'll learn in this Section (1 minute read)
  • Connected Desktop Download (3 minute read)
  • Connected Desktop Icons and Purposes (2 minute read)
  • Connected Desktop, what is it? (5 minute article)
  • Connected Desktop Overview (6 minute video)
  • Importing Clients in Bulk: non-Intuit users (5 minute video)
  • day-to-day work
  • What you'll learn in this Section (1 minute read)
  • Document Management and Getting Docs into a Vault (3.5 minute video)
  • Scanning Files (2 minute read)
  • SmartVault PDF Printer (4.5 minute video)
  • Sharing Information with Clients (5 minute read)
  • Connected Desktop Tips and Tricks (3 minute article)
  • your employees and their involvement
  • Your Account Employees/Staff (2 minute read)
  • your clients and how they see and use smartvault
  • What you'll learn in this Section (1 minute read)
  • Inviting a Client and Their Set-Up (2.5 minute video)
  • Client Experience (3 minute video)
  • End of Course Survey
Completion rules
  • All units must be completed