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
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
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.
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.
I would like to be notified, possibly 1 email daily, with all clients that have uploaded information.
I would love to pilot this idea. Our firm could utilize this function.
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!
I think there are to many emails for all the different activities I think if there was just a history tab that would help.
It would also be nice to be able to indicate that the files are complete and ready to be worked on.