RESOURCES - FAQ: SmartVault Academy

FAQ: SmartVault Academy

Published: January 8, 2024
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Whether you’re a new user or have been a SmartVault customer for years, SmartVault Academy has something for everyone. Going through the Academy tutorials and courses is the best way for you and your team to fully leverage SmartVault’s powerful document management and workflow capabilities. Here, we’ll answer some common questions about SmartVault Academy, including what it is, how to use it, and much more.

What is SmartVault Academy?

SmartVault Academy is a self-paced learning platform intended to ensure you get the most out of SmartVault. It’s for business and accounting firm leaders and their staff members, and it also has onboarding content and videos to help people new to the product learn more about it as efficiently as possible.

What Types of Classes are Available on SmartVault Academy?

You’ll find several lessons on SmartVault Academy in video and written format. The classes are quick: Each lesson is between 30 seconds and 4 minutes long, making it easy to learn something new while you’re taking a break from other tasks. The current content offers a complete overview of how SmartVault works and its various functions and lessons on advanced features and add-ons you might have on your account. The SmartVault team is constantly updating the page and adding new courses to make sure the training is current and complete.

SmartVault Academy also has free training webinars. We’ll talk more about those next.

What are the topics the training webinars cover?

The free training webinars cover a couple of different topics, including:

  • SmartVault Fundamentals
  • SmartVault Staff Training
  • RequestDoc Fundamentals
  • SmartVault + DocuSign Fundamentals
  • SmartVault Admin Training for Accounting Pro UK

Each webinar is between 30 and 60 minutes, and you’ll learn everything from best practices for using SmartVault software to refreshers on frequently used skills.

Why Should I Use SmartVault Academy?

In the Digital Age, staff who know how to use the tools in their tech stack inside and out have a competitive edge. Using a free, vendor-provided resource like SmartVault Academy allows you to maximize the benefits you get from this tool, learn how to use it to streamline your workflow, and ensure you can expertly explain to your clients both why it benefits them to use it and how they can get started. When your clients understand why you use the tech you do and use it properly, this makes your interactions with them more secure and makes your life easier.

How do I register for SmartVault Academy?

Registering for SmartVault Academy is a simple, five-step process that can be done online. You’ll find easy-to-follow instructions here and links to Customer Support if you need additional assistance.

With intuitive video lessons and step-by-step instructions, SmartVault Academy makes it simple to boost your skills. Sign up for SmartVault Academy today!