When you create a new engagement, SmartVault creates the folder structure automatically for the year you choose as well as any other frequencies (quarterly, monthly, etc.) established by the engagement folder template.

Creating a New Engagement in the Connected Desktop

Note: The screens below may be different for tax and accounting plans.

1. Open the Connected Desktop.
2. Right-click on a client and select New Engagement.
3. Select an engagement type, and then select a year.
Note: Tax customers cannot select a year that already has an existing tax engagement.

SmartVault automatically creates the folders for the engagement and the folders appear in your client's vault in the Document View pane. 

The folders SmartVault creates are based on your folder templates. Find out more about editing folder templates

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