Introduction to SmartVault for Reckon Sam Santangelo & Himanchu Pandya SmartVault

Agenda SmartVault User Training April 6 th : Introduction to the SmartVault Portal April 13 th : Integrating SmartVault with Reckon April 20 th : Best Practices and Security Management May 4 th : Introduction to SmartVault Webinar for End Users SmartVault Referral Program Intro to the Program How to Refer Q&A

SmartVault User Training

User Training Part 1 Introduction to the SmartVault Portal Portal navigation Menu bar and navigation, details, and task panels Personalisation Time zone, notification settings, custom branding Management Tasks Manage billing, activity logs, recycle bin, version history User Management Managing group members, access and notification settings

SmartVault Referral Program

Earn Commission for Referring SmartVault SmartVault has teamed up with Reckon to give Accredited Partners the ability to refer and earn commission on SmartVault You will been assigned a unique Referral Code and Tracking Link that you can use to track your referrals Every account you refer must enter your Referral Code to ensure you get credit for the referral

How to Refer and get Credit Option 1 – Send a Link Copy and send your unique tracking link to your client, and your referral code will auto-populate Example: d.aspx?p=40005&a=5&b=1&u=0&c=0&t=RAP709https://my.smartvault.com/secure/signup/SignupPai d.aspx?p=40005&a=5&b=1&u=0&c=0&t=RAP709 Option 2 – Manually Enter Referral Code You can type in your Referral Code directly on the trial signup form if you don’t have the link handy Hint: your Referral Code is “RAP”+ Your Reckon AP ID Example: RAP709

How to Refer and get Credit NB: Referral code field must be populated to track your commission

Next steps after today… The series of webinars for SmartVault will continue on: Wednesday April 13 10am AEST – Integrating Reckon with SmartVault Toolbar and Inbox Wednesday April 20 10am AEST – Best Practices with Security in SmartVault Wednesday May 4 10am AEST – Introduction to SmartVault Webinar for End Users Register today! The SmartVault PPT from the AP Conference will be uploaded to the AP Forum over the next week This PPT will be uploaded to the AP Forum today

For enquiries or additional information on SmartVault, please contact the

THANK YOU Reckon.com