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SmartVault Customer Center

Finding Files or Folders in Connected Desktop

Searching for a File or Folder in a Client's Vault


  1. Find a client and click on that client in the Client List pane to open that client's vault in the Document View pane.

  2. Right click anywhere within the Document View pane to open the right click menu; click on Find.


  3. The Find tool opens in the Document View pane.

  4. Type any text to start your search. Your search results load as you type into the Find tool.



Return to the Getting Started Guide Contents for Tax Accountants

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