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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 support@smartvault.com 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: 42
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