Add a new vault under your account or a container using the Files View in Connected Desktop.
Note: If you are using a tax account, you shouldn't use this method for creating client vaults. For your tax clients, adding the client through the SmartVault Portal automatically creates a vault for that client.
- Open Connected Desktop.
- Select the account or container in which you want to create a new vault and right click on that account or container.
Note: You cannot create a vault underneath a vault.
- Select New Vault.
- The vault is created and automatically named New Vault.
- Right click on the vault and select Rename. Name your vault accordingly.