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Creating Vaults in SmartVault and Copying Over Your Existing Folders and Files

If you have an existing file and folder structure on a drive on that you would like to move into SmartVault, you can use the SmartVault Drive to create vaults and parent folders in SmartVault, and then copy and paste your existing folder structure into SmartVault using the SmartVault Drive.

Note: For information on using the SmartVault Drive, see Mapping the SmartVault Drive.

Moving Folders into SmartVault

We recommend that you do not move a group of folders that contains more than 1 GB of data at one time into SmartVault using the SmartVault Drive. Instead, move or copy and paste folders into SmartVault in groups of 1 GB of data or less.

We offer a Power Uploading tool for migrating large amounts of data to SmartVault overnight. For more information, see Using the SmartVault Bulk File Upload Tool

Tax Plan Users

This method of moving folders over is not for Tax Plan users. As a Tax Plan user, you create and provide access to vaults by inviting your employees and your tax clients. 

Instead, refer the following:

Creating Vaults and Folders

Granting Access to Vaults and Folders