Connect CurrentClient to Smarsh to automatically forward every text message into your Smarsh archive for books and records compliance.
Who is Smarsh?
Smarsh has been archiving electronic communications for regulated industries since 2001 and is the steward of roughly a quarter of the world's financial services communications data. Their platform captures more than 80 channels including email, text, social, voice, and collaboration tools, and is used by 18 of the 20 largest financial institutions in the world.
What you'll need
Your Smarsh journal destination address. You can find it in your Smarsh portal or ask your Smarsh account team.
Connect Smarsh
Set up Smarsh in CurrentClient: Open the Smarsh setup screen and paste in your journal address.
For background on why archiving is required, see the archiving overview and the setup archiving guide.