Get an overview of the two views available in the SmartVault portal, the Files and Folders view and the Advanced view. Plus, learn how to open the Files and Folders view from the Advanced view, as well as how you can specify which view you want to use as your default view.
From the category archives:
SmartVault Portal
Specify your time zone in the SmartVault portal when you first start using SmartVault.
Explore how you can quickly and easily send and copy links to documents and folders in SmartVault.
Learn how you can use the Manage Group Members option to quickly and easily share a QuickBooks company file stored in SmartVault with users inside your company, such as your employees, as well as with users outside your company, such as with your clients.
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View this example to learn more about what your users see when you use the Manage Group Members option to quickly and easily share a QuickBooks company file stored in SmartVault with other users.
Learn how you can use the Share & Manage Access option to quickly and easily share a QuickBooks company file stored in SmartVault with users inside your company, such as your employees, as well as with users outside your company, such as with your clients.
Learn how you can quickly and easily share folders in SmartVault with users inside your company, such as employees, as well as with users outside your company, such as customers, clients, or external consultants.
Learn how you can quickly and easily share vaults with other users using the Share & Manage Access option.
Learn how you can quickly and easily share vaults with other users using the Manage Group Members option.
Learn how you can quickly and easily create vaults in the SmartVault portal.