You can use the Connected Desktop to send files to clients three ways: Send Link To, Email Link To and Mail Recipient.
When you send a file, SmartVault creates a new email using your default email application. The email will include an automatically generated subject, message, and link to the file in the SmartVault Portal. The email address will automatically fill using the email address stored for your client.
To send a file from the Connected Desktop:
1. Locate the file you want to send to your client in the Connected Desktop.
2. Right-click on the file and select Send to.
3. Select one of the following ways to send the file to the client: Send link to, Email link to, or Mail Recipient.
Sending a File Using the Send Link To Option
If you choose this option, the following window appears:
1. Enable the checkbox next to the names to which you want to send the file.
Note: Enable the Select All checkbox if you want to send a link to the file to all the names displayed.
2. Enter a personal message (optional).
3. Click Send. The file is sent to the names selected.
Sending a File Using the Email Link To Option
If you choose this option, SmartVault creates a new email using your default email application, and automatically fills in the email address stored for your client.
The message will include an automatically generated subject, message, and link to the file in the SmartVault Portal.
Sending a File Using the Mail Recipient Option
You may need to securely send a document to someone who has not been invited to your SmartVault account, such as a client's banker, for example.
From the SmartVault Connected Desktop, you can send password-protected PDF files (other file types are not yet supported) to non-clients/guests of your SmartVault account via your computer's default email client.
Note: You cannot use Gmail or any other browser-based email service.
Before sending the email, you can make document and page-specific changes, such as including/excluding annotations, deleting a page, editing the pages sent and editing a page's orientation. For more information about sending a password-protected file, click here.
1. Click Send.
2. Enter a password for the file.
Note: You will have to provide this password to the recipient.
3. Click OK. The PDF is attached to an email in your default email program.
4. Enter the email address(es) for your recipient(s) and click Send.