Using SmartVault in hosted environments is easy, but make sure you understand the following key items when you use SmartVault in your hosted environment:
- Installation of the SmartVault Desktop software, which includes the SmartVault Toolbar and SmartVault Inbox, should be done in both your hosted environment and on your local computer.
- Some hosting providers do not allow you to map a SmartVault Drive in your hosted environment.
- The process for scanning and attaching documents to QuickBooks entries and for scanning documents into SmartVault folders is different in hosted versus non-hosted environments.
- Some hosting providers do not allow you to back up and restore QuickBooks company files using SmartVault.
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If you have a Fujitsu ScanSnap scanner, you can use the SmartVault ScanSnap Profile Maker to quickly create SmartVault ScanSnap profiles on your local computer. Once you have created your SmartVault ScanSnap profiles on your local computer, you can use your Fujitsu ScanSnap scanner and the SmartVault Inbox to quickly scan documents into folders in the SmartVault portal. In addition, if you use QuickBooks, you can use your Fujitsu ScanSnap scanner and the SmartVault Toolbar to quickly scan and attach documents to more than 30 QuickBooks entries.
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Learn how you can quickly and easily install the SmartVault Desktop software, which includes the following components:
- SmartVault Toolbar – attach documents directly to QuickBooks entries
- SmartVault Inbox – quickly scan and upload documents into folders in the SmartVault portal
Note: You must install the SmartVault Desktop software, which includes the SmartVault Toolbar, before you can attach documents to QuickBooks entries.
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Learn how you can go paperless by quickly scanning documents directly into folders on your SmartVault portal using the SmartVault Inbox and TWAIN-compliant scanners. TWAIN-compliant scanners include most of the scanners provided by the major scanner manufacturers, such as Eastman Kodak, Epson, Hewlett-Packard, Xerox, and others.
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