Features

What's New and What's Coming

Stay up-to-date on upcoming and recently released SmartVault features.

Coming Soon

What's Next at SmartVault

Here's a sneak peek at what our team is working on to make SmartVault even better. Have a suggestion? Send to features@smartvault.com.

A New User Experience

We’re making SmartVault easier to use with a full user experience renovation. Here’s a sneak peek at some of the new experiences we’ll be releasing throughout the year.

Before After

Improved guest user experience

We’ve made SmartVault easier for your clients to use—from sign up to uploading files you request.

Improved Document Workflow

We’re working on new features that will allow you to request files from clients and track the status of documents.

Review your Documents with our Document Preview feature!

We’ve made it easier for you and your clients to find, preview, and share files.

Recently Released

What's New at SmartVault

In case you missed them, here are the latest SmartVault updates.

Customizable Folder Templates

As an admin, you now have the option to completely customize your folder templates from automated, time-bound templates to project templates that you can configure based on you and your client’s needs.

Enhance your security with Two Factor Authentication!

We’re committed to enabling you with all the tools necessary to keep your documents as secure as possible. We continuously review our security features, like 2FA, to ensure they employ industry best-practices. Regularly check your 2FA and other security settings to make sure you’re taking full advantage of all the security SmartVault offers! Manage your 2FA settings and prevent potential hackers.

More flexibility when adding clients

You can now manually add a unique Client ID when setting up a new client in SmartVault. Learn how >

We’ve provided more ways to customize and categorize your clients.

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Salesforce Integration
Available in Limited Release

Connect SmartVault to your Salesforce account to allow your team to upload, store, and share documents through the Salesforce interface.

This new integration is available in limited release for customers on an Enterprise plan. For more information, please contact our customer success team.

Ready to get started?

Open a free trial account and we'll be in touch to help you get up and running.

Want to see it in action?

Book a 15-minute demo to see exactly how SmartVault can work for your business.