What's New and What's Coming
Stay up-to-date on upcoming and recently released SmartVault features.
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.
What's New at SmartVault
In case you missed them, here are the latest SmartVault updates.
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.
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.