SmartVault Ideas Portal


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76 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!


Potential icon ...
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  • Guest
  • Jul 31 2020
  • Customer Voting
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    • Guest commented
      15 Jan 17:39

      I've been asking for this upgrade for the past 4 years. Response is always that is a great idea, but nothing ever happens. Woudl be great to tag a client downloaded file as "Reviewed" "Printed" or Entered" to note it has been taken care of by staff.

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    • Guest commented
      February 01, 2024 20:44

      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.

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    • Guest commented
      February 01, 2024 16:15

      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.

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    • Guest commented
      September 21, 2023 18:49

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

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    • Guest commented
      July 19, 2022 23:16

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

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    • Guest commented
      July 19, 2022 23:15

      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!

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    • Guest commented
      February 09, 2022 16:14

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

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    • Guest commented
      August 04, 2021 20:27

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

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