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Home > SmartVault Connected Desktop > Connected Desktop How-To Guides > Sending Files from Connected Desktop to a Client

Sending Files from Connected Desktop to a Client

Table of contents

Overview

Applies to:

SmartVault Tax and Accounting plans

You can send a file from Connected Desktop to one of your clients. Be sure that the client has access to the folder where the file you send is stored, or else the client will not be able to view the file. 

 

For tax customers. by default and once invited, clients have access to their own Client Tax Return folder, the Client Organizer folder, and the Client Source Documents folder. See Managing and Inviting Clients to invite your clients to access the listed default folders. 


The Connected Desktop has three different ways of sending out files to clients.  The three options we have are  Send Link To, Email Link To and Mail Recipient:


Sending a file using this process creates a new email using your default email application—for most Windows users this will be Outlook. The message will include an automatically generated subject, message, and link to the file in the SmartVault Portal. The email address will automatically fill using the email address stored for your client.

 

Steps

  1. Locate the file you want to send to your client in the Connected Desktop.
  2. Right click on the file and hover over the Send to option to expand the menu.

    CD r click send to.PNG



     
  3. The Connected Desktop has 3 different ways of sending out files to clients.  The three options we have are  Send Link To, Email Link To and Mail Recipient:

    Send Link to:

    A.
    CD_Send_File_Client_Client.png

    B. 

    Displays a window for selecting an existing clients that currently have access to the vault with the option to type in a message.


    CD send link to window.PNG



    Email Link to:

    A.
    CD email link to option.PNG

    B.

    Creates a new email using your default email application—for most Windows users this will be Outlook. automatically fill using the email address stored for your client.The message will include an automatically generated subject, message, and link to the file in the SmartVault Portal. The email address will automatically fill using the email address stored for your client.


    CD email link to message.PNG

     

    Mail Recipient
    You may need to securely send a document to someone who has not been invited to your SmartVault account (a client's banker, for example). From the SmartVault Connected Desktop, you can send password-protected PDF files (other file types are not yet supported) to non-clients/guests of your SmartVault account via your computer's default email client (you cannot use Gmail or any other browser-based email service).

     

    Before sending, you can make document and page-specific changes, such as including/excluding annotations, deleting a page, editing the pages sent and editing a page's orientation. Click here to see a full article of Mail Recipient.


    A.


    B.
    CD mail recipient.PNG

    C.
    CD mail recipient create  password.PNG




     

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Last modified
14:17, 31 Jan 2017

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