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Map the SmartVault Drive

Overview

The SmartVault Drive allows you to map a drive letter on your local computer to the SmartVault Portal. Once you map a SmartVault Drive, you can access and edit files stored in the client portal as easily as you access and open files on your local computer.
 

 

For example, you can use the SmartVault drive to open, view, edit, and save files stored in the portal using Windows Explorer, Microsoft Word, or Microsoft Excel just as you would work with these files on your local computer. You can also use the SmartVault Drive to drag and drop files between your local computer and the SmartVault Portal.

 

Last but not least, you can use the SmartVault Drive to help you quickly and easily create the folder and subfolder structure you want to use for online document storage in your portal. Additionally, the SmartVault Drive can help you to create and deploy folder and subfolder templates you can use with your clients and other users to help you consistently store and manage data in your portal.

Details

The SmartVault Drive is designed to give you the flexibility of adding or saving documents from your favorite applications directly to your SmartVault transaction-less or custom folders. A reasonable upload limit for uploading documents to the SmartVault drive is 100 MB at a time.

The SmartVault Drive uses the WebDAV client feature provided by your operating system; as a result, the newer your operating system, the more robust your SmartVault Drive experience will be. This means that using the SmartVault Drive on a Windows 7 machine may not have all of the functionality that you would get using when using the Windows 8.1 operating system. Almost any WebDAV client (for PC or Mac) can be used to connect to SmartVault, provided it supports a secure connection via HTTPS protocol.

Considerations

  • The SmartVault Drive is compatible with:
    • Windows 7 or later
    • Windows Server 2008 or later
    • Macintosh OS X 10.5 (Leopard) or later
  • Only User and Client licensees can use the SmartVault Drive; Guest licensees cannot.
  • Consider using a third party WebDAV client if you often upload or download files in bulk to or from SmartVault.
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Last modified
20:01, 30 Jun 2016

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