SmartVault Ideas Portal


Help Us Make SmartVault better!

Vote for your favorite product enhancements below to help impact our product roadmap.

Each Quarter we take the feedback here and drive our Product Roadmap with direct impact from users like you!


The one marked have been selected, and is scheduled for the next 3-6 months!


Do you have a good idea for a future enhancement? Email us at Features at SmartVault

72 Vote

Indication of activity on file

Visual status indicators on files showing when the following actions have been (or have not) been taken:


Viewed, Downloaded, Shared, Printed, etc.


Email notifications will be available for any of these actions as well!


  • Guest
  • Jul 31 2020
  • Customer Voting
  • Attach files
  • Guest commented
    1 Feb 08:44pm

    This would be a very easy function to SV. Why can't the developers implement this? I am actively looking for a different document storage platform that has this feature built in. I would stay with Smart Vault if they had this feature.

  • Guest commented
    1 Feb 04:15pm

    Being able to tag a file as "Read" "Entered" "Done" etc. would be very helpful when clients are downloading tax documetns over a number of days.

  • Guest commented
    21 Sep, 2023 06:49pm

    I would like to be notified, possibly 1 email daily, with all clients that have uploaded information.

  • Guest commented
    19 Jul, 2022 11:16pm

    I would love to pilot this idea. Our firm could utilize this function.

  • Guest commented
    19 Jul, 2022 11:15pm

    This is a great idea! It would be simple to implement. Just add another column in the desktop view with a dropdown menu. User can manually select if a client document was printed or complete. This would save so much time!

  • Guest commented
    9 Feb, 2022 04:14pm

    I think there are to many emails for all the different activities I think if there was just a history tab that would help.

  • Guest commented
    4 Aug, 2021 08:27pm

    It would also be nice to be able to indicate that the files are complete and ready to be worked on.