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Upload Files Using the SmartVault Portal

Overview

You can upload documents to the SmartVault Portal by browsing through your files on your computer or you can just drag and drop files from Windows File Explorer to the Upload window.

 

If your plan gives you access to the SmartVault Connected Desktop in order to store client information and documents, you can upload files using the Connected Desktop as well.

 

If you're a Guest or Tax Client who is invited to a SmartVault account, see this article to upload files in the SmartVault Client Portal: Upload Files to SmartVault Using the SmartVault Client Portal as a Guest or Client User

Steps

  1. Select the folder to which you will upload the document.
  2. Under Folder Tasks, click Upload Files.

    CP_Upload_Files_Tax_Tasks.png

     
  3. You can also right click on the folder and select Upload Files from the right click menu.

    CP_Upload_Files_Tax_Right_Click.png

     
  4. Drag and drop files to the upload window or click Browse to find the file to upload.

    CP_Upload_Files_Tax.png

     
  5. Once the progress bar completes, close the Upload window.

Considerations

The largest document that can be uploaded using the SmartVault portal is 2GB.
 

You must use a supported browser to drag and drop files in the Upload window. See Supported Browsers.

 

If the Upload fails you may need to clear your browser cache. Click here for more info.

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Last modified
15:46, 1 Apr 2016

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