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Using the SmartVault PDF Printer to Auto-File a Document

Table of contents

Overview

The SmartVault PDF Print Driver allows you to not only print from the Windows File Explorer, your desktop, or any software application that allows printing to SmartVault, but you can also route a document to a specific folder by applying selected criteria in the print driver: client, engagement type and year/frequency (monthly, quarterly or annually), and document type (tag).

Steps

  1. Open any software that allows printing. For this tutorial, we'll use Microsoft Excel.
     
  2. After working with a file in the program, Print the file as if you are going to print a physical copy.
     
  3. Select SmartVault PDF Printer from the list of available printers and click OK.

    ACT2_print dialog_auto_filer.jpg

    Note: The Print dialog box may look different depending on what version of Windows you're running.
     
  4. If you aren't currently signed in, the SmartVault Desktop will prompt you to sign in.
     
  5. A window opens to display the possible SmartVault locations you can print your file to. Click on Auto-Filer.

    ACT2_upload file_auto-filer.jpg
     
  6. Select the criteria used to route your document: the account the auto-file applies to, client, engagement type (and engagement period if applicable), and tag (document type). For this example, I've selected the following criteria:
  • Client: Allen, Paul
  • Engagement type: Accounting Services
  • Engagement period: Year - 2014 / Month - August
  • Tag: Balance Sheet
    Note(s):
    • You cannot auto-file a document without selecting an engagement type.
    • You do not have to select an existing document tag. You can enter your own.

ACT2_auto-filer dialog.jpg
 

  1. Click Upload to auto-file your document.
     
  2. Navigate to the SmartVault Connected Desktop to ensure your document has been auto-filed correctly. In this case, a new Accounting Services 2014 engagement has been created for the client 'Allen, Paul', and the document is now in an August sub-folder under the new engagement.

    ACT2_confirm_auto-file_connected desktop.jpg
     
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Last modified
11:53, 21 Apr 2017

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