Skip to main content

Customer Center

SmartVault Customer Center

Using the Upload to SmartVault Folder

You can use use the Upload to SmartVault folder to save files, drag and drop files, or copy and paste files to upload directly to SmartVault using the Inbox, the QuickBooks Toolbar, or the Connected Desktop. 

Since the print driver converts files to PDFs, you can use the Upload to SmartVault folder to keep the original file type or to upload already existing PDFs.

Navigating to the Upload to SmartVault folder

1. Open Window File Explorer and navigate to your Documents folder.

2. Open the Upload to SmartVault folder.

3. Drag and drop or copy and paste files to this folder.
Note: Depending on which SmartVault applications are active, you can upload to SmartVault using the Inbox, the QuickBooks Toolbar, or the Connected Desktop.

Uploading Files Using the SmartVault Inbox

1. Drag and drop or copy and paste a file into the Upload to SmartVault folder.
Note: If you aren't currently signed in, the SmartVault Desktop will prompt you to sign in.

2. If you have other SmartVault applications open, click Inbox.
Note: By default (if no other SmartVault applications are open), SmartVault prints to the Inbox. 

3. Select location in SmartVault to save this file and click Upload

Uploading Files Using the SmartVault QuickBooks Toolbar

1. Open QuickBooks and the company file in which you want to work.
2. Click anywhere on the SmartVault QuickBooks Toolbar to make it active.
3. Drag and drop or copy and paste a file into the Upload to SmartVault folder.
Note: If you aren't currently signed in, the SmartVault Desktop will prompt you to sign in.

4. Depending on the SmartVault applications you currently have open, a window opens to display the possible locations to which you can send the printed PDF. Click Toolbar.

Uploading Files Using the SmartVault Connected Desktop

1. Open the Connected Desktop, select a client, and select the folder to which you want to print.
2. Drag and drop or copy and paste a file into the Upload to SmartVault folder.
Note: If you aren't currently signed in, the SmartVault Desktop will prompt you to sign in.
2. Depending on the SmartVault applications you currently have open, a window opens to display the possible locations to which you can send the printed PDF. Click Connected Desktop.

Other Ways to Use the Upload to SmartVault Folder

You can use the Upload to SmartVault folder in other ways. For example, you can save a file directly to this location from a program like Microsoft Excel and that file will upload directly to SmartVault. 

Note: If you save a document to this location, the file will not upload until you close the application in which the file is currently open. 

  • Was this article helpful?