Skip to main content
Customer Center
SmartVault Customer Center

Download Files from the SmartVault Portal as a Guest or Client User

Overview

As a Guest or Client in SmartVault, if you have access to view a file, you can also download that file to your computer.

Step

  1. As a tax client, you may want to download your tax return, for example. Navigate to the file in the SmartVault Portal. To download the file, under Actions, click the Download icon.

    CP_Client_Vault_Tax_Return_Doc_Client_View_Download.png
     
  2. Or, click on the file name to view a preview of the file in your browser.
  3. Click Download on the preview screen.

    CP_Preview_Download_File_Button.png
  • Was this article helpful?