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Access the Client Portal from Connected Desktop

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Overview

You can access the SmartVault client portal from the Connected Desktop. You use the portal to manage several aspects of your SmartVault account that you are unable to manage from the Connected Desktop. While Connected Desktop offers expanded functionality when working with documents, the SmartVault portal offers you full control over your account with actions such as inviting an employee, creating a new client, or editing your folder templates.

Steps

  1. On the Connected Desktop main menu, click Help.
  2. Select SmartVault Portal.
  3. The portal login page opens in your default browser; you must enter your account password. (Your email login should automatically populate the Email Address field.)
  4. Click Sign In to complete the login process and to access the SmartVault Portal.
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