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SmartVault Connected Desktop Glossary

 

This page collects terms associated with the SmartVault Connected Desktop and its operations and gives definitions or explanations of each term. To quickly locate and highlight a term on the page, simply click on the term in the table of contents below:

 

Client ID

The unique ID associated with one of your clients; this is imported from your client record in Lacerte or ProSeries -- Client ID is one of the column names in the Client List pane and the Search Bar can filter your Client List by values stored in this column

Client filter

This tool is located in the View menu and is used to filter your Client List by tax type

Client list

The Client List is a collection of all your clients—either imported from Lacerte or ProSeries or manually created in SmartVault; click on a client in the Client List pane to view the client vault in the Document View pane

Client List pane

The pane located on the left side of the Connected Desktop main window; this pane displays your Client List and the Search Bar

Copy

Operation used to make an additional copy of a file in a different location; keyboard shortcut CTRL+C

Cut

Operation used to move a file to a new location; the file is deleted from the original location when pasted; keyboard shortcut CTRL+X

Drag and Drop

An easy way to move files or folders from your computer to Connected Desktop and vice versa; click on a file or folder and do not release the mouse button and you move the file or folder across the screen to its destination

Document View Find tool

A local search performed on only the files and folders located within a client vault and not performed on all files and folders within your entire account

Document View pane

The Document View pane displays all files and folders contained in a client vault and is the main pane you will use to work on documents within Connected Desktop; click on a client in the Client List pane to view the client vault in the Document View pane

Document View toolbar 

The Document View toolbar is located at the top of the Document View pane and holds all of the common tools used to perform viewing, editing, and other operations on documents in a client vault

Expand All menu 

The Expand All menu allows you to control how folders are expanded and collapsed; options include Expand All, Collapse All, and Expand By Year, which expands folders for the current tax year and the previous tax year

Global Find tool 

The Global Find tool is a search used to locate any file or folder within your account, and since it searches all files and folders, takes a longer amount of time than the local find tool in the Document View pane; the Global Find tool is located in the Edit menu and should only be used when you are unsure of the client vault in which the file or folder is stored

Local cache 

The files stored on your computer as you open files and folders from Connected Desktop; the local cache is automatically cleared every 30 minutes

Paste

Operation used to complete a Copy and Paste action or Cut and Paste action; keyboard shortcut CTRL+V

PDF Editor

The PDF editor and the Scan Documents tool share the same interface; from this window you can view, rotate, reorder, add, and delete PDF pages from the Connected Desktop

Refresh

Can refer to a refresh of the Client List (CTRL+F5 while Client List pane is active) or to a refresh of files in a client vault (F5 while the Document View pane is active); refresh updates any clients or files and folders added to your SmartVault account by other users or clients as you work in Connected Desktop

Search Bar

The Search Bar acts as a filter to quickly locate a client based on client name, ID, or Tax Type

Send To menu

The Send To menu is used to get files from SmartVault to your computer or to other people by utilizing Connected Desktop; send a link to files via email or download a file to your computer, for example

Tax Engagement 

A Tax Engagement describes the folder structure created for a client by tax year; common folders include, Tax Returns, Source Documents, Tax Plan Reports, and various client-accessible folders

Tax Type

A value assigned to your client that imports from Lacerte or ProSeries that indicates what kind of tax entity this client falls under -- Tax Type is one of the column names in the Client List pane and the Search Bar can filter your Client List by values stored in this column

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