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Home > SmartVault Connected Desktop > Connected Desktop Features > Explore the Connected Desktop (Video)

Explore the Connected Desktop (Video)

Overview

The SmartVault Connected Desktop* is a downloadable desktop client that makes accessing client information and managing document workflows both efficient and easy for your workflow.​

 

You must be running the SmartVault for Windows software and be signed in to the SmartVault Launchpad to gain access to the Connected Desktop. 

What can I do with it?

  • Search, sort and find files quickly – by client name or ID (Client View only)
  • Scan and save source files directly into a client folder
  • Send clients a secure link to a document
  • Expand and collapse folders by tax year (Client View only)
  • Drag and drop files or entire folder structures directly to (or from) SmartVault
  • Open, annotate, edit and save files to SmartVault – just as you would to your desktop or network server
  • Easily view files you've just printed – right from the desktop

 

Connected Desktop - Files View

Files View is available to all SmartVault Plans that have access to the Connected Desktop

Connected Desktop - Files View.png

 

1. Navigation Pane - Displays all the SmartVault Accounts you have access to and allows you to navigate through all the containers, vaults, and folders within those accounts.

2. Document View Toolbar - the Document View toolbar is used when working with client files and folders in the Document View pane. The Document View toolbar displays the actions you can perform on a file or folder within the Document View pane. The Document View toolbar is contextual and changes which actions are selectable based on whether you are working with a file or a folder.
 

3. Document View Pane - the Document View pane is the main window in Connected Desktop. Use the Document View pane to work on client files and folders stored in SmartVault.  You can also sort files by Size, Date Created, Date Modified, and Type.
 

4. Client Folder Structure - this is the folder structure used to store your clients' files and folders in SmartVault. Changes to files or folders here are automatically stored in SmartVault as you work in the Connected Desktop.  Right-click on a file or folder for more options.
 

5. Toggle between Clients and Files view. The Client view is restricted to clients and their vaults.  Files view displays all vaults, folders, and files stored in your SmartVault account.


Connected Desktop - Client View

Client View is available to Tax Prep, Accountant, and Enterprise Plans only

 

2016_connected_desktop_breakdown.png


1.  Search Bar - use the Search Bar to filter your clients in your Client List. The text you enter is matched against the columns in your Client List to display only those clients with a match.
 

2. Client List Pane - lists all the clients and their vaults within your account. Clicking on a client in this list displays the client's folders and files in the Document View pane.

3. Document View Toolbar - the Document View toolbar is used when working with client files and folders in the Document View pane. The Document View toolbar displays the actions you can perform on a file or folder within the Document View pane. The Document View toolbar is contextual and changes which actions are selectable based on whether you are working with a file or a folder.
 

4. Document View Pane - the Document View pane is the main window in Connected Desktop. Use the Document View pane to work on client files and folders stored in SmartVault.  You can also sort files by Size, Date Created, Date Modified, and Type.
 

5. Client Folder Structure - this is the folder structure used to store your clients' files and folders in SmartVault. Changes to files or folders here are automatically stored in SmartVault as you work in the Connected Desktop.  Right-click on a file or folder for more options.
 

6. Toggle between Clients and Files view. The Client view is restricted to clients and their vaults.  Files view displays all vaults, folders, and files stored in your SmartVault account.


Connected Desktop - General Overview Video

 

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Last modified
14:04, 22 Sep 2017

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