This page will walk you through the process of connecting your SmartVault account to Hubdoc so you can manually upload or automatically push documents from Hubdoc to a specific folder within SmartVault. At the end of these setup instructions you will find a link to a guide on how and where to upload your Hubdoc files within SmartVault.
Connect your SmartVault account to Hubdoc and then designate a destination folder within SmartVault before you Autosync or push your first batch of documents. Hubdoc's default destination folder within SmartVault is the root of your SmartVault account, so any folders and/or documents pushed through will become new vaults within SmartVault and may require a tedious manual cleanup of your SmartVault account.
That's it - you've successfully integrated your Hubdoc account with SmartVault!
Be sure to 'Change your Hubdoc upload folder' before pushing documents to SmartVault to prevent over sharing of documents and possibly creating hundreds of new vaults by mistake.