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Document Manager Onboarding and Training

Article ID: 3022
Last updated: 17 Oct, 2019

Once you have activated your account and logged in to Document Manager, you will automatically be directed to the SmartVault home screen. From here you will receive a welcome email with a handy link to the SmartVault Getting Started Guides which include comprehensive tutorials and videos to get you up and running as quickly as possible.

You will also be given a link to the SmartVault Live Training Hub, where you can schedule your free 1-hour training session, after which you will be emailed links to helpful knowledgebase articles and furthermore, a 30 minute follow up to call with your dedicated Customer Success Manager to answer any additional questions you may have.

For more information about SmartVault onboarding and training please contact or call 01223 735906 and press 1 for support.

You will receive ongoing account management where you will be invited to any upcoming webinars and informed of any useful features. You will also receive a health check before your renewal date to ensure you’re getting the best out of Document Manager.

Article ID: 3022
Last updated: 17 Oct, 2019
Revision: 1
Views: 71
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