Features

What's New and What's Coming

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

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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.

Salesforce Integration

Set up users in SmartVault using data from Salesforce and attach documents directly to records in Salesforce.

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New Guest User Experience

A streamlined experience for guests & clients to upload and download documents.

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File Retention Policy

Determine how long files are retained in a specific SmartVault folder.

Expanded Folder & Email Templates

We're giving you even more options to customize SmartVault for your business.

API Updates

We're opening up our platform even more to allow third-party apps to integrate easily with SmartVault.

Recently Released

What's New at SmartVault

In case you missed them, here are the newest updates to the SmartVault service.

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Migration of customer data to Amazon Web Services (AWS)

This was a massive, year-long effort, but the benefits are already paying off primarily with productivity gains for our customers. Moving to the AWS platform has improved the speed, reliability, and performance of the SmartVault service.

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Custom Branding Updates

We've added a new disclosure statement field to the custom branding options so you can create a personalized disclosure statement for all outbound email communication from your SmartVault account.

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Additional Usability Improvements

We've made several small updates that increase productivity for your business:

  • Recycle bin is now accessible from the SmartVault Dashboard
  • Two-factor authentication email notification improvements
  • User activation email notification improvements

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.