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Home > SmartVault Connected Desktop > Connected Desktop How-To Guides > Add a New Vault in the Files View of Connected Desktop

Add a New Vault in the Files View of Connected Desktop

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Overview

Add a new vault under your account or a container using the Files View in Connected Desktop.

 

Note: If you are using a tax account, you shouldn't use this method for creating client vaults. For your tax clients, adding the client through the SmartVault Portal automatically creates a vault for that client.

Steps

  1. Open Connected Desktop.
  2. Select the account or container in which you want to create a new vault and right click on that account or container.
    Note: You cannot create a vault underneath a vault.
  3. Select New Vault.

    CD_Add_New_Vault.png
     
  4. The vault is created and automatically named New Vault.
  5. Right click on the vault and select Rename. Name your vault accordingly.

    CD_Rename_New_Vault.png
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Last modified
15:26, 26 May 2015

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