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SmartVault Customer Center

Creating Vault and Folder Templates

You can create vault and folder templates using Windows Explorer or Mac Finder.  You can then copy the templates to SmartVault using the SmartVault Drive. 

Then, each time you need to use a vault or folder template, you can then use the SmartVault Drive to quickly build out new vaults and folders by copying and pasting your template structure.

For example, let's say that you are an accountant, and you want a folder structure for your bookkeeping clients, your tax clients, for non-client related documents, and a monthly folder structure. Your folder structure might look like this:

  • A folder structure to use for your bookkeeping clients, similar to the following:

  • A folder structure to use for your tax clients, similar to the following:

  • A general folder structure to use for non-client related documents, similar to the following:

  • A monthly folder structure that you want to be able to copy and paste under a variety of different folders, similar to the following: