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Using the Upload to SmartVault Folder

Overview

Even though the SmartVault Print Driver primarily uses the Upload to SmartVault folder, you can also utilize this folder as a means to save files, drag and drop files, or copy and paste files to upload directly to SmartVault using the Inbox, the QuickBooks Toolbar, or the Connected Desktop. Since the Print Driver converts files to PDFs, you can use the Upload to SmartVault folder to keep the original file type or to upload already existing PDFs.

Steps

Navigate to the Upload to SmartVault folder

  1. Open Window File Explorer and navigate to your Documents folder.

    DT_Upload_to_SmartVault_Folder_Documents_Folder.png
     
  2. Find the folder labeled Upload to SmartVault.

    DT_Upload_to_SmartVault_Folder.png
     
  3. Double click to open the folder.
  4. You can drag and drop or copy and paste files to this folder, and depending on which SmartVault applications are active, you can choose to upload to SmartVault using the Inbox, the QuickBooks Toolbar, or the Connected Desktop.

    DT_Upload_to_SmartVault_Folder_Inside.png
     

Upload with the SmartVault Inbox

  1. Drag and drop or copy and paste a file into the Upload to SmartVault folder.
  2. If you aren't currently signed in, the SmartVault Desktop will prompt you to sign in.
  3. By default and with no other SmartVault applications open, SmartVault prints to the Inbox. If you have other SmartVault applications open, click Inbox when prompted to use the Inbox to upload.

    DT_Print_Driver_Connected_Desktop_MultiOptions.png
     
  4. Select the folder path to save this file and click Upload when you've located the correct area in your SmartVault account.

Upload with the SmartVault QuickBooks Toolbar

  1. Open QuickBooks and the company file in which you want to work.
  2. Click anywhere on the SmartVault QuickBooks Toolbar to make it active.
  3. Drag and drop or copy and paste a file into the Upload to SmartVault folder.
  4. If you aren't currently signed in, the SmartVault Desktop will prompt you to sign in.
  5. Depending on the SmartVault applications you currently have open, a window opens to display the possible locations to which you can send the printed PDF. Click on Toolbar.

    DT_Print_Driver_Connected_Desktop_MultiOptions.png
     

Upload with the SmartVault Connected Desktop

  1. Open Connected Desktop, select a client, and click on the folder to which you want to print.
  2. Drag and drop or copy and paste a file into the Upload to SmartVault folder.
  3. If you aren't currently signed in, the SmartVault Desktop will prompt you to sign in.
  4. Depending on the SmartVault applications you currently have open, a window opens to display the possible locations to which you can send the printed PDF. Click on Connected Desktop.


    DT_Print_Driver_Connected_Desktop_MultiOptions.png

Additional Considerations

There are additional ways to use this Upload to SmartVault folder. For example, you can save a file directly to this location from a program like Microsoft Excel and that file will upload directly to SmartVault. Note: If you save a document to this location, the file will not upload until you close the application in which the file is currently open. For example, if you save from Microsoft Excel, the file will not upload to SmartVault until you close Excel.

 

See the main tutorial on the SmartVault Print Driver for additional information as well.

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Last modified
14:19, 10 Sep 2015

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