Learning Center
At SmartVault, we want to make sure you know how get the most out of the SmartVault service.
The SmartVault Learning Center provides a comprehensive list of tutorials and resources, available 24×7, to help you effectively use SmartVault:
- Video tutorials
- Getting started guides, user guides, and other product guides
- Comprehensive online help
- Accounting firm resources
- Tours and demos
- Integrating SmartVault with other applications
New – SmartVault Plug-in for Microsoft Outlook!
The SmartVault Plug-in for Microsoft Outlook was released on February 6th, 2012.
If you are an existing SmartVault customer who wants to learn more about these new capabilities, sign up for a free, live, one-on-one training session specific to the SmartVault Plug-in for Microsoft Outlook. For more information, see SmartVault Plug-in for Microsoft Outlook Training.
Schedule Training
You can also schedule free, live, one-on-one training sessions with a SmartVault training specialist. For more information, see Schedule Training.
Content by Category
You can browse for content using the following categories:
Note: You can also search for content using the search field in the upper-left corner of this page.
- Activity Logs
- Attaching Documents
- Custom Branding
- Fujitsu ScanSnap Scanners
- Hosted Environments
- Installation
- Links
- Mapping SmartVault Drives
- QuickBooks
- Scanning
- Schedule Training
- Search/OCR
- Sharing
- SmartVault Desktop Software
- SmartVault Drive
- SmartVault Inbox
- SmartVault Plug-in for Microsoft Outlook
- SmartVault Portal
- SmartVault Toolbar
- TWAIN-Compliant (Regular) Scanners
- Upload/Download Notifications
- Vaults and Folders


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