After completing this how-to you will have an understanding of how to navigate in the Portal with advanced view.
- Log into the Smart Vault sign in page. my.smartvault.com
- The left side of the screen is the location area of the portal.
- The Account has Containers for categorizing the Vaults. Ex. Clients, Employees and Firm.
- The + sign allows you to expand and see a file path to your documents.
- The - sign allows you to close the file path.
- The background text area of the clicked folder or document becomes gray to indicate that a selection has been made.
-The File Tasks to the right will show you available actions for a selected document, folder and the name of your account.
- File tasks such as delete and upload will not be possible unless the administrator grants access.