SmartVault User Guide

The SmartVault User Guide provides comprehensive information about key SmartVault concepts, as well as setp-by-step guidance for common tasks.

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It covers the following topics, designed to help you quickly learn how to user SmartVault:

• Getting Started Information: Understanding SmartVault, SmartVault licensing, and SmartVault security
• Getting Started Checklists: Specific checklists for SmartVault account owners, users, guests, and clients
• Working with QuickBooks: How to scan and attach documents to QuickBooks entries, how to backup and restore QuickBooks company files, and how to work in both hosted and non-hosted QuickBooks environments
• Creating and Sharing Vaults and Folders: How to create vaults and folders, as well as examples of vault and folder structures and best practices for creating and sharing vaults and folders
• Understanding and Mapping SmartVault Drives: How to map a SmartVault Drive and then use the SmartVault Drive to upload and manage documents, vaults, and folders
• Working with Documents: How to work with documents in SmartVault, including uploading documents, scanning and uploading documents, viewing and downloading documents, editing documents, sending and copying links to documents, and creating document archives
• Viewing Activity Logs: How to use activity logs to audit security in SmartVautl and see who did what when in your SmartVault account
• Managing Your Account: How to manage your account, including changing your password, viewing account usage information, updating your credit card information, upgrading your account, and managing user licenses
• Syncing SmartVault Data: How to synchronize data on your local computer or on a laptop with SmartVault